Realta Investment Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,569
| Closed | -$247K | – | 626 |
|
|
2024
Q2 | $247K | Sell |
8,569
-497
| -5% | -$14.3K | 0.05% | 349 |
|
|
2024
Q1 | $251K | Buy |
9,066
+630
| +7% | +$17.4K | 0.05% | 357 |
|
|
2023
Q4 | $224K | Sell |
8,436
-2,386
| -22% | -$63.3K | 0.05% | 383 |
|
|
2023
Q3 | $296K | Hold |
10,822
| – | – | 0.07% | 295 |
|
|
2023
Q2 | $296K | Buy |
10,822
+1,001
| +10% | +$27.4K | 0.06% | 304 |
|
|
2023
Q1 | $275K | Sell |
9,821
-338
| -3% | -$9.45K | 0.07% | 305 |
|
|
2022
Q4 | $279K | Sell |
10,159
-1,006
| -9% | -$27.6K | 0.07% | 308 |
|
|
2022
Q3 | $281K | Sell |
11,165
-407
| -4% | -$10.2K | 0.07% | 296 |
|
|
2022
Q2 | $348K | Sell |
11,572
-298
| -3% | -$8.96K | 0.09% | 250 |
|
|
2022
Q1 | $377K | Sell |
11,870
-917
| -7% | -$29.1K | 0.08% | 262 |
|
|
2021
Q4 | $353K | Sell |
12,787
-4
| -0% | -$110 | 0.08% | 278 |
|
|
2021
Q3 | $310K | Sell |
12,791
-2
| -0% | -$48 | 0.07% | 292 |
|
|
2021
Q2 | $313K | Sell |
12,793
-79
| -0.6% | -$1.93K | 0.07% | 279 |
|
|
2021
Q1 | $310K | Buy |
+12,872
| New | +$310K | 0.08% | 267 |
|
|
2020
Q1 | – | Sell |
-1,090
| Closed | -$29K | – | 999 |
|
|
2019
Q4 | $29K | Hold |
1,090
| – | – | 0.01% | 813 |
|
|
2019
Q3 | $33K | Hold |
1,090
| – | – | 0.01% | 780 |
|
|
2019
Q2 | $31K | Buy |
+1,090
| New | +$31K | 0.01% | 795 |
|