Tarbox Family Office’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-193
Closed -$6K 680
2022
Q1
$6K Sell
193
-67
-26% -$2.08K ﹤0.01% 487
2021
Q4
$7K Hold
260
﹤0.01% 526
2021
Q3
$6K Hold
260
﹤0.01% 599
2021
Q2
$6K Hold
260
﹤0.01% 599
2021
Q1
$6K Hold
260
﹤0.01% 524
2020
Q4
$6K Sell
260
-6
-2% -$138 ﹤0.01% 490
2020
Q3
$6K Sell
266
-42
-14% -$947 ﹤0.01% 458
2020
Q2
$7K Buy
308
+61
+25% +$1.39K ﹤0.01% 439
2020
Q1
$6K Sell
247
-12
-5% -$291 ﹤0.01% 392
2019
Q4
$7K Sell
259
-67
-21% -$1.81K ﹤0.01% 441
2019
Q3
$10K Hold
326
﹤0.01% 341
2019
Q2
$9K Buy
326
+30
+10% +$828 ﹤0.01% 358
2019
Q1
$8K Buy
296
+121
+69% +$3.27K ﹤0.01% 341
2018
Q4
$4K Hold
175
﹤0.01% 408
2018
Q3
$4K Hold
175
﹤0.01% 421
2018
Q2
$5K Hold
175
﹤0.01% 393
2018
Q1
$4K Hold
175
﹤0.01% 426
2017
Q4
$4K Hold
175
﹤0.01% 421
2017
Q3
$4K Hold
175
﹤0.01% 423
2017
Q2
$4K Hold
175
﹤0.01% 411
2017
Q1
$4K Hold
175
﹤0.01% 411
2016
Q4
$4K Hold
175
﹤0.01% 369
2016
Q3
$4K Hold
175
﹤0.01% 361
2016
Q2
$5K Hold
175
﹤0.01% 322
2016
Q1
$4K Hold
175
﹤0.01% 375
2015
Q4
$3K Sell
175
-100
-36% -$1.71K ﹤0.01% 366
2015
Q3
$5K Sell
275
-425
-61% -$7.73K ﹤0.01% 325
2015
Q2
$13K Hold
700
0.01% 203
2015
Q1
$12K Hold
700
0.01% 217
2014
Q4
$12K Hold
700
0.01% 219
2014
Q3
$11K Hold
700
0.01% 226
2014
Q2
$10K Sell
700
-1,031
-60% -$14.7K 0.01% 231
2014
Q1
$24K Hold
1,731
0.02% 159
2013
Q4
$22K Buy
+1,731
New +$22K 0.02% 196