OAM
Optimal Asset Management’s NiSource NI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.53M | Buy |
104,590
+113
| +0.1% | +$2.74K | 0.32% | 109 |
|
|
2021
Q2 | $2.56M | Sell |
104,477
-6
| -0% | -$147 | 0.3% | 122 |
|
|
2021
Q1 | $2.52M | Buy |
104,483
+16,802
| +19% | +$405K | 0.33% | 117 |
|
|
2020
Q4 | $2.01M | Sell |
87,681
-65
| -0.1% | -$1.49K | 0.29% | 118 |
|
|
2020
Q3 | $1.93M | Buy |
87,746
+3,314
| +4% | +$72.9K | 0.28% | 125 |
|
|
2020
Q2 | $1.92M | Sell |
84,432
-45,740
| -35% | -$1.04M | 0.31% | 115 |
|
|
2020
Q1 | $3.25K | Buy |
130,172
+85,811
| +193% | +$2.14K | 0.3% | 104 |
|
|
2019
Q4 | $1.24M | Buy |
+44,361
| New | +$1.24M | 0.19% | 206 |
|