Pathstone Family Office’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $324K | Buy |
+13,116
| New | +$324K | ﹤0.01% | 1262 |
|
|
2023
Q1 | – | Sell |
-24,038
| Closed | -$481K | – | 1395 |
|
|
2022
Q4 | $481K | Buy |
24,038
+2,055
| +9% | +$41.1K | ﹤0.01% | 1115 |
|
|
2022
Q3 | $553K | Buy |
+21,983
| New | +$553K | 0.01% | 1039 |
|
|
2022
Q2 | – | Sell |
-6,705
| Closed | -$213K | – | 1102 |
|
|
2022
Q1 | $213K | Buy |
+6,705
| New | +$213K | 0.01% | 874 |
|
|
2021
Q1 | – | Sell |
-551
| Closed | -$13K | – | 1088 |
|
|
2020
Q4 | $13K | Buy |
+551
| New | +$13K | ﹤0.01% | 813 |
|