Reilly Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $75K | Buy |
+2,719
| New | +$75K | 0.01% | 332 |
|
|
2021
Q2 | – | Sell |
-336
| Closed | -$8K | – | 1053 |
|
|
2021
Q1 | $8K | Hold |
336
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $8K | Hold |
336
| – | – | ﹤0.01% | 661 |
|
|
2020
Q3 | $7K | Hold |
336
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $8K | Hold |
336
| – | – | ﹤0.01% | 636 |
|
|
2020
Q1 | $8K | Hold |
336
| – | – | ﹤0.01% | 595 |
|
|
2019
Q4 | $9K | Hold |
336
| – | – | ﹤0.01% | 651 |
|
|
2019
Q3 | $10K | Sell |
336
-87
| -21% | -$2.59K | ﹤0.01% | 631 |
|
|
2019
Q2 | $12K | Buy |
423
+65
| +18% | +$1.84K | ﹤0.01% | 633 |
|
|
2019
Q1 | $10K | Sell |
358
-257
| -42% | -$7.18K | ﹤0.01% | 686 |
|
|
2018
Q4 | $16K | Buy |
615
+279
| +83% | +$7.26K | ﹤0.01% | 552 |
|
|
2018
Q3 | $8K | Hold |
336
| – | – | ﹤0.01% | 748 |
|
|
2018
Q2 | $9K | Hold |
336
| – | – | ﹤0.01% | 695 |
|
|
2018
Q1 | $8K | Hold |
336
| – | – | ﹤0.01% | 700 |
|
|
2017
Q4 | $9K | Hold |
336
| – | – | ﹤0.01% | 679 |
|
|
2017
Q3 | $9K | Hold |
336
| – | – | ﹤0.01% | 654 |
|
|
2017
Q2 | $9K | Hold |
336
| – | – | ﹤0.01% | 662 |
|
|
2017
Q1 | $8K | Buy |
+336
| New | +$8K | ﹤0.01% | 643 |
|
|
2015
Q3 | – | Sell |
-255
| Closed | -$5K | – | 1360 |
|
|
2015
Q2 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 1072 |
|