Sugarloaf Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.8K | Buy |
594
+4
| +0.7% | +$147 | ﹤0.01% | 393 |
|
|
2024
Q3 | $20.4K | Buy |
590
+494
| +515% | +$17.1K | ﹤0.01% | 413 |
|
|
2024
Q2 | $2.77K | Hold |
96
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $2.66K | Hold |
96
| – | – | ﹤0.01% | 580 |
|
|
2023
Q4 | $2.55K | Hold |
96
| – | – | ﹤0.01% | 588 |
|
|
2023
Q3 | $2.37K | Hold |
96
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $2.63K | Hold |
96
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $2.68K | Hold |
96
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $2.63K | Sell |
96
-758
| -89% | -$20.8K | ﹤0.01% | 647 |
|
|
2022
Q3 | $22K | Hold |
854
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $25K | Hold |
854
| – | – | 0.01% | 373 |
|
|
2022
Q1 | $27K | Hold |
854
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $24K | Hold |
854
| – | – | 0.01% | 396 |
|
|
2021
Q3 | $21K | Hold |
854
| – | – | 0.01% | 411 |
|
|
2021
Q2 | $21K | Hold |
854
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $21 | Hold |
854
| – | – | 0.01% | 390 |
|
|
2020
Q4 | $20K | Hold |
854
| – | – | 0.01% | 382 |
|
|
2020
Q3 | $19K | Hold |
854
| – | – | 0.01% | 366 |
|
|
2020
Q2 | $19K | Hold |
854
| – | – | 0.01% | 359 |
|
|
2020
Q1 | $21K | Hold |
854
| – | – | 0.01% | 326 |
|
|
2019
Q4 | $24K | Buy |
+854
| New | +$24K | 0.01% | 346 |
|