J.P. Morgan Private Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.65M | Buy |
66,742
+1,594
| +2% | +$39.3K | ﹤0.01% | 812 |
|
|
2023
Q2 | $1.78M | Sell |
65,148
-7,309
| -10% | -$200K | 0.01% | 604 |
|
|
2023
Q1 | $2.03M | Sell |
72,457
-7,405
| -9% | -$207K | ﹤0.01% | 872 |
|
|
2022
Q4 | $2.19M | Buy |
79,862
+11,591
| +17% | +$318K | ﹤0.01% | 810 |
|
|
2022
Q3 | $1.72M | Buy |
68,271
+3,904
| +6% | +$98.4K | ﹤0.01% | 899 |
|
|
2022
Q2 | $1.9M | Buy |
64,367
+2,765
| +4% | +$81.5K | ﹤0.01% | 869 |
|
|
2022
Q1 | $1.96M | Buy |
61,602
+17,620
| +40% | +$560K | ﹤0.01% | 910 |
|
|
2021
Q4 | $1.21M | Buy |
43,982
+8,481
| +24% | +$234K | ﹤0.01% | 1145 |
|
|
2021
Q3 | $860K | Buy |
35,501
+12,766
| +56% | +$309K | ﹤0.01% | 1287 |
|
|
2021
Q2 | $557K | Buy |
22,735
+496
| +2% | +$12.2K | ﹤0.01% | 1439 |
|
|
2021
Q1 | $536K | Buy |
22,239
+11,297
| +103% | +$272K | ﹤0.01% | 1285 |
|
|
2020
Q4 | $251K | Buy |
10,942
+125
| +1% | +$2.87K | ﹤0.01% | 1572 |
|
|
2020
Q3 | $238K | Sell |
10,817
-836
| -7% | -$18.4K | ﹤0.01% | 1459 |
|
|
2020
Q2 | $265K | Sell |
11,653
-2,795
| -19% | -$63.6K | ﹤0.01% | 1359 |
|
|
2020
Q1 | $361K | Buy |
14,448
+733
| +5% | +$18.3K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $382K | Buy |
13,715
+2,226
| +19% | +$62K | ﹤0.01% | 1139 |
|
|
2019
Q3 | $344K | Sell |
11,489
-1,088
| -9% | -$32.6K | ﹤0.01% | 1137 |
|
|
2019
Q2 | $362K | Sell |
12,577
-536
| -4% | -$15.4K | ﹤0.01% | 1077 |
|
|
2019
Q1 | $376K | Buy |
13,113
+380
| +3% | +$10.9K | ﹤0.01% | 1123 |
|
|
2018
Q4 | $323K | Sell |
12,733
-1,235
| -9% | -$31.3K | ﹤0.01% | 1134 |
|
|
2018
Q3 | $348K | Sell |
13,968
-295
| -2% | -$7.35K | ﹤0.01% | 1221 |
|
|
2018
Q2 | $374K | Buy |
14,263
+2,174
| +18% | +$57K | ﹤0.01% | 1121 |
|
|
2018
Q1 | $290K | Sell |
12,089
-4,455
| -27% | -$107K | ﹤0.01% | 1054 |
|
|
2017
Q4 | $425K | Buy |
16,544
+2,244
| +16% | +$57.6K | ﹤0.01% | 930 |
|
|
2017
Q3 | $365K | Buy |
14,300
+1,941
| +16% | +$49.5K | ﹤0.01% | 963 |
|
|
2017
Q2 | $313K | Buy |
12,359
+1,003
| +9% | +$25.4K | ﹤0.01% | 999 |
|
|
2017
Q1 | $270K | Sell |
11,356
-87
| -0.8% | -$2.07K | ﹤0.01% | 1114 |
|
|
2016
Q4 | $253K | Buy |
+11,443
| New | +$253K | ﹤0.01% | 1073 |
|
|
2016
Q3 | – | Sell |
-7,935
| Closed | -$211K | – | 1256 |
|
|
2016
Q2 | $211K | Buy |
+7,935
| New | +$211K | ﹤0.01% | 1134 |
|
|
2015
Q3 | – | Sell |
-16,436
| Closed | -$295K | – | 1112 |
|
|
2015
Q2 | $295K | Sell |
16,436
-1,740
| -10% | -$31.2K | ﹤0.01% | 851 |
|
|
2015
Q1 | $315K | Buy |
+18,176
| New | +$315K | ﹤0.01% | 871 |
|