Morningstar Investment Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,682
| Closed | -$230K | – | 311 |
|
|
2024
Q3 | $230K | Buy |
+6,682
| New | +$230K | ﹤0.01% | 384 |
|
|
2022
Q2 | – | Sell |
-16,014
| Closed | -$505K | – | 231 |
|
|
2022
Q1 | $505K | Buy |
16,014
+2,635
| +20% | +$83.1K | 0.01% | 194 |
|
|
2021
Q4 | $369K | Buy |
13,379
+2,344
| +21% | +$64.6K | ﹤0.01% | 201 |
|
|
2021
Q3 | $267K | Sell |
11,035
-137,745
| -93% | -$3.33M | ﹤0.01% | 207 |
|
|
2021
Q2 | $3.67M | Buy |
148,780
+140,393
| +1,674% | +$3.46M | 0.04% | 140 |
|
|
2021
Q1 | $201K | Sell |
8,387
-242,070
| -97% | -$5.8M | ﹤0.01% | 202 |
|
|
2020
Q4 | $5.75M | Buy |
+250,457
| New | +$5.75M | 0.08% | 136 |
|