Stonebridge Financial Planning Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$29K | – | 273 |
|
|
2021
Q4 | $29K | Hold |
1,000
| – | – | 0.02% | 266 |
|
|
2021
Q3 | $25K | Buy |
1,000
+800
| +400% | +$20K | 0.01% | 289 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 381 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 386 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 357 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | 0.01% | 362 |
|
|
2019
Q4 | $6K | Buy |
+200
| New | +$6K | 0.01% | 319 |
|