LA
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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