LA
Lynch & Associates’s NiSource NI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-10,080
| Closed | -$222K | – | 108 |
|
2020
Q3 | $222K | Hold |
10,080
| – | – | 0.07% | 95 |
|
2020
Q2 | $229K | Hold |
10,080
| – | – | 0.07% | 93 |
|
2020
Q1 | $252K | Hold |
10,080
| – | – | 0.09% | 89 |
|
2019
Q4 | $281K | Hold |
10,080
| – | – | 0.08% | 88 |
|
2019
Q3 | $302K | Hold |
10,080
| – | – | 0.09% | 87 |
|
2019
Q2 | $290K | Hold |
10,080
| – | – | 0.09% | 86 |
|
2019
Q1 | $289K | Hold |
10,080
| – | – | 0.1% | 83 |
|
2018
Q4 | $256K | Hold |
10,080
| – | – | 0.1% | 83 |
|
2018
Q3 | $251K | Hold |
10,080
| – | – | 0.08% | 88 |
|
2018
Q2 | $265K | Sell |
10,080
-2,500
| -20% | -$65.7K | 0.1% | 87 |
|
2018
Q1 | $301K | Hold |
12,580
| – | – | 0.12% | 84 |
|
2017
Q4 | $323K | Sell |
12,580
-7
| -0.1% | -$180 | 0.12% | 80 |
|
2017
Q3 | $322K | Buy |
12,587
+6
| +0% | +$153 | 0.13% | 81 |
|
2017
Q2 | $319K | Sell |
12,581
-8,488
| -40% | -$215K | 0.13% | 86 |
|
2017
Q1 | $501K | Buy |
21,069
+125
| +0.6% | +$2.97K | 0.2% | 73 |
|
2016
Q4 | $464K | Sell |
20,944
-4,696
| -18% | -$104K | 0.2% | 76 |
|
2016
Q3 | $618K | Buy |
25,640
+15,412
| +151% | +$371K | 0.27% | 69 |
|
2016
Q2 | $271K | Buy |
10,228
+31
| +0.3% | +$821 | 0.12% | 93 |
|
2016
Q1 | $240K | Buy |
+10,197
| New | +$240K | 0.11% | 96 |
|
2015
Q3 | – | Sell |
-25,149
| Closed | -$1.15M | – | 110 |
|
2015
Q2 | $1.15M | Sell |
25,149
-663
| -3% | -$30.2K | 0.6% | 53 |
|
2015
Q1 | $1.14M | Buy |
25,812
+5,319
| +26% | +$235K | 0.6% | 54 |
|
2014
Q4 | $869K | Sell |
20,493
-5,546
| -21% | -$235K | 0.47% | 58 |
|
2014
Q3 | $1.07M | Buy |
26,039
+81
| +0.3% | +$3.32K | 0.6% | 49 |
|
2014
Q2 | $1.02M | Sell |
25,958
-968
| -4% | -$38.1K | 0.58% | 49 |
|
2014
Q1 | $957K | Sell |
26,926
-968
| -3% | -$34.4K | 0.56% | 51 |
|
2013
Q4 | $917K | Sell |
27,894
-2,200
| -7% | -$72.3K | 0.55% | 50 |
|
2013
Q3 | $930K | Sell |
30,094
-513
| -2% | -$15.9K | 0.62% | 44 |
|
2013
Q2 | $877K | Buy |
+30,607
| New | +$877K | 0.61% | 47 |
|