Shelton Capital Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-45,850
| Closed | -$1.01M | – | 781 |
|
|
2020
Q3 | $1.01M | Buy |
+45,850
| New | +$1.01M | 0.04% | 340 |
|
|
2015
Q2 | – | Sell |
-73,932
| Closed | -$1.28M | – | 785 |
|
|
2015
Q1 | $1.28M | Hold |
73,932
| – | – | 0.14% | 152 |
|
|
2014
Q4 | $1.23M | Hold |
73,932
| – | – | 0.14% | 139 |
|
|
2014
Q3 | $1.19M | Hold |
73,932
| – | – | 0.16% | 127 |
|
|
2014
Q2 | $1.14M | Hold |
73,932
| – | – | 0.16% | 129 |
|
|
2014
Q1 | $1.03M | Hold |
73,932
| – | – | 0.15% | 136 |
|
|
2013
Q4 | $955K | Sell |
73,932
-1,018
| -1% | -$13.2K | 0.14% | 142 |
|
|
2013
Q3 | $910K | Hold |
74,950
| – | – | 0.15% | 138 |
|
|
2013
Q2 | $843K | Buy |
+74,950
| New | +$843K | 0.15% | 139 |
|