Shelter Harbor Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-175,000
| Closed | -$4.87M | – | 14 |
|
|
2019
Q4 | $4.87M | Buy |
+175,000
| New | +$4.87M | 2.54% | 15 |
|
|
2019
Q3 | – | Sell |
-200,000
| Closed | -$5.76M | – | 21 |
|
|
2019
Q2 | $5.76M | Buy |
200,000
+50,000
| +33% | +$1.44M | 2.89% | 14 |
|
|
2019
Q1 | $4.3M | Buy |
+150,000
| New | +$4.3M | 2.18% | 19 |
|