Gradient Investments’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,799
| Closed | -$109K | – | 946 |
|
|
2024
Q2 | $109K | Buy |
+3,799
| New | +$107K | ﹤0.01% | 390 |
|
|
2023
Q4 | – | Sell |
-1,018
| Closed | -$25.1K | – | 1891 |
|
|
2023
Q3 | $25.1K | Hold |
1,018
| – | – | ﹤0.01% | 634 |
|
|
2023
Q2 | $27.8K | Hold |
1,018
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $28.5K | Hold |
1,018
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $27.9K | Hold |
1,018
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $26K | Hold |
1,018
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $30K | Hold |
1,018
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $32K | Buy |
+1,018
| New | +$29.5K | ﹤0.01% | 554 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$1K | – | 1182 |
|
|
2019
Q4 | $1K | Sell |
40
-63
| -61% | -$1.73K | ﹤0.01% | 1034 |
|
|
2019
Q3 | $3K | Buy |
103
+83
| +415% | +$2.44K | ﹤0.01% | 876 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$563 | ﹤0.01% | 961 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1095 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $5K | Buy |
+200
| New | +$5.31K | ﹤0.01% | 699 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$5K | – | 540 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 577 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 617 |
|
|
2016
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 576 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $5K | Buy |
+200
| New | +$4.8K | ﹤0.01% | 515 |
|
|
2013
Q4 | – | Sell |
-453
| Closed | -$5K | – | 631 |
|
|
2013
Q3 | $5K | Buy |
+453
| New | +$5.36K | ﹤0.01% | 337 |
|
Other funds holding NI
