Jackson Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-39,550
| Closed | -$899K | – | 138 |
|
|
2020
Q2 | $899K | Buy |
39,550
+12,218
| +45% | +$278K | 0.16% | 103 |
|
|
2020
Q1 | $640K | Buy |
27,332
+1,308
| +5% | +$30.6K | 0.13% | 92 |
|
|
2019
Q4 | $760K | Buy |
26,024
+1,488
| +6% | +$43.5K | 0.13% | 122 |
|
|
2019
Q3 | $710K | Buy |
24,536
+2,729
| +13% | +$79K | 0.15% | 106 |
|
|
2019
Q2 | $642K | Buy |
21,807
+1,749
| +9% | +$51.5K | 0.14% | 88 |
|
|
2019
Q1 | $575K | Buy |
20,058
+581
| +3% | +$16.7K | 0.14% | 82 |
|
|
2018
Q4 | $489K | Buy |
19,477
+2,473
| +15% | +$62.1K | 0.15% | 78 |
|
|
2018
Q3 | $424K | Buy |
17,004
+936
| +6% | +$23.3K | 0.09% | 86 |
|
|
2018
Q2 | $414K | Buy |
16,068
+3,505
| +28% | +$90.3K | 0.1% | 85 |
|
|
2018
Q1 | $304K | Sell |
12,563
-12,643
| -50% | -$306K | 0.08% | 90 |
|
|
2017
Q4 | $623K | Sell |
25,206
-24
| -0.1% | -$593 | 0.16% | 87 |
|
|
2017
Q3 | $665K | Buy |
25,230
+5,859
| +30% | +$154K | 0.18% | 80 |
|
|
2017
Q2 | $508K | Buy |
+19,371
| New | +$508K | 0.16% | 70 |
|
|
2015
Q4 | – | Sell |
-3,355
| Closed | -$62K | – | 99 |
|
|
2015
Q3 | $62K | Buy |
+3,355
| New | +$62K | 0.02% | 114 |
|