Simplicity Solutions’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $497K | Sell |
18,737
-673
| -3% | -$17.9K | 0.01% | 667 |
|
|
2023
Q3 | $479K | Sell |
19,410
-1,799
| -8% | -$44.4K | 0.02% | 610 |
|
|
2023
Q2 | $580K | Buy |
21,209
+2,002
| +10% | +$54.8K | 0.02% | 621 |
|
|
2023
Q1 | $537K | Buy |
19,207
+5,798
| +43% | +$162K | 0.01% | 673 |
|
|
2022
Q4 | $368K | Buy |
13,409
+82
| +0.6% | +$2.25K | 0.05% | 423 |
|
|
2022
Q3 | $336K | Buy |
13,327
+3,490
| +35% | +$88K | 0.05% | 417 |
|
|
2022
Q2 | $290K | Buy |
9,837
+2,162
| +28% | +$63.7K | 0.04% | 448 |
|
|
2022
Q1 | $244K | Buy |
+7,675
| New | +$244K | 0.03% | 544 |
|
|
2021
Q4 | – | Sell |
-14,426
| Closed | -$350K | – | 563 |
|
|
2021
Q3 | $350K | Buy |
+14,426
| New | +$350K | 0.05% | 368 |
|
|
2020
Q3 | – | Sell |
-56,428
| Closed | -$1.28M | – | 918 |
|
|
2020
Q2 | $1.28M | Buy |
56,428
+2,018
| +4% | +$45.9K | 0.03% | 403 |
|
|
2020
Q1 | $1.36M | Buy |
54,410
+1,739
| +3% | +$43.4K | 0.04% | 283 |
|
|
2019
Q4 | $1.47M | Buy |
+52,671
| New | +$1.47M | 0.04% | 296 |
|
|
2016
Q3 | – | Sell |
-7,694
| Closed | -$204K | – | 254 |
|
|
2016
Q2 | $204K | Buy |
+7,694
| New | +$204K | 0.11% | 212 |
|