Klaas Financial Asset Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,532
| Closed | -$39K | – | 66 |
|
|
2022
Q3 | $39K | Hold |
1,532
| – | – | 0.01% | 55 |
|
|
2022
Q2 | $45K | Hold |
1,532
| – | – | 0.01% | 53 |
|
|
2022
Q1 | $49K | Hold |
1,532
| – | – | 0.01% | 51 |
|
|
2021
Q4 | $42K | Buy |
1,532
+13
| +0.9% | +$356 | 0.01% | 55 |
|
|
2021
Q3 | $37K | Buy |
1,519
+13
| +0.9% | +$317 | 0.01% | 56 |
|
|
2021
Q2 | $37K | Buy |
1,506
+13
| +0.9% | +$319 | 0.01% | 55 |
|
|
2021
Q1 | $36K | Sell |
1,493
-119
| -7% | -$2.87K | 0.01% | 48 |
|
|
2020
Q4 | $37K | Buy |
+1,612
| New | +$37K | 0.01% | 43 |
|