Personal Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-216,304
| Closed | -$5.22M | – | 500 |
|
|
2021
Q1 | $5.22M | Buy |
216,304
+56,879
| +36% | +$1.37M | 0.03% | 203 |
|
|
2020
Q4 | $3.66M | Buy |
159,425
+43,824
| +38% | +$1.01M | 0.02% | 207 |
|
|
2020
Q3 | $2.54M | Buy |
115,601
+5,534
| +5% | +$122K | 0.02% | 222 |
|
|
2020
Q2 | $2.5M | Buy |
110,067
+17,782
| +19% | +$404K | 0.02% | 204 |
|
|
2020
Q1 | $2.33M | Buy |
92,285
+13,074
| +17% | +$330K | 0.02% | 196 |
|
|
2019
Q4 | $2.21M | Buy |
79,211
+16,253
| +26% | +$452K | 0.02% | 201 |
|
|
2019
Q3 | $1.88M | Buy |
62,958
+7,042
| +13% | +$211K | 0.02% | 197 |
|
|
2019
Q2 | $1.61M | Buy |
55,916
+11,262
| +25% | +$324K | 0.02% | 200 |
|
|
2019
Q1 | $1.28M | Buy |
44,654
+9,408
| +27% | +$270K | 0.01% | 199 |
|
|
2018
Q4 | $893K | Buy |
35,246
+8,338
| +31% | +$211K | 0.01% | 202 |
|
|
2018
Q3 | $671K | Buy |
26,908
+8,522
| +46% | +$213K | 0.01% | 208 |
|
|
2018
Q2 | $483K | Buy |
+18,386
| New | +$483K | 0.01% | 207 |
|