Moisand Fitzgerald Tamayo’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39
| Closed | -$963 | – | 760 |
|
|
2023
Q3 | $963 | Sell |
39
-30
| -43% | -$741 | ﹤0.01% | 663 |
|
|
2023
Q2 | $1.89K | Hold |
69
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $1.93K | Hold |
69
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $1.89K | Buy |
69
+39
| +130% | +$1.07K | ﹤0.01% | 566 |
|
|
2022
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 625 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$6K | – | 600 |
|
|
2021
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 288 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 316 |
|
|
2021
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 264 |
|