TCI Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,170
| Closed | -$145K | – | 1497 |
|
|
2023
Q1 | $145K | Buy |
5,170
+233
| +5% | +$6.37K | 0.02% | 223 |
|
|
2022
Q4 | $135K | Buy |
4,937
+35
| +0.7% | +$920 | 0.02% | 218 |
|
|
2022
Q3 | $123K | Buy |
4,902
+42
| +0.9% | +$1.24K | 0.02% | 215 |
|
|
2022
Q2 | $143K | Buy |
4,860
+30
| +0.6% | +$909 | 0.02% | 206 |
|
|
2022
Q1 | $154K | Buy |
4,830
+32
| +0.7% | +$929 | 0.02% | 207 |
|
|
2021
Q4 | $132K | Buy |
4,798
+33
| +0.7% | +$839 | 0.02% | 225 |
|
|
2021
Q3 | $115K | Buy |
4,765
+33
| +0.7% | +$823 | 0.02% | 263 |
|
|
2021
Q2 | $116K | Buy |
4,732
+32
| +0.7% | +$814 | 0.02% | 254 |
|
|
2021
Q1 | $113K | Buy |
4,700
+37
| +0.8% | +$834 | 0.05% | 221 |
|
|
2020
Q4 | $107K | Sell |
4,663
-69
| -1% | -$1.61K | 0.05% | 222 |
|
|
2020
Q3 | $104K | Buy |
4,732
+24
| +0.5% | +$557 | 0.04% | 202 |
|
|
2020
Q2 | $107K | Sell |
4,708
-6
| -0.1% | -$145 | 0.05% | 202 |
|
|
2020
Q1 | $118K | Sell |
4,714
-1,373
| -23% | -$38K | 0.06% | 189 |
|
|
2019
Q4 | $169K | Buy |
6,087
+28
| +0.5% | +$768 | 0.07% | 196 |
|
|
2019
Q3 | $181K | Buy |
6,059
+24
| +0.4% | +$704 | 0.08% | 155 |
|
|
2019
Q2 | $174K | Buy |
6,035
+26
| +0.4% | +$732 | 0.08% | 155 |
|
|
2019
Q1 | $172K | Buy |
6,009
+28
| +0.5% | +$755 | 0.08% | 169 |
|
|
2018
Q4 | $152K | Buy |
5,981
+37
| +0.6% | +$954 | 0.08% | 173 |
|
|
2018
Q3 | $148K | Buy |
5,944
+25
| +0.4% | +$662 | 0.06% | 183 |
|
|
2018
Q2 | $156K | Buy |
5,919
+38
| +0.6% | +$931 | 0.07% | 170 |
|
|
2018
Q1 | $141K | Sell |
5,881
-189
| -3% | -$4.48K | 0.07% | 178 |
|
|
2017
Q4 | $156K | Sell |
6,070
-31
| -0.5% | -$823 | 0.07% | 181 |
|
|
2017
Q3 | $156K | Buy |
6,101
+23
| +0.4% | +$605 | 0.08% | 166 |
|
|
2017
Q2 | $154K | Buy |
6,078
+24
| +0.4% | +$598 | 0.08% | 162 |
|
|
2017
Q1 | $144K | Buy |
6,054
+27
| +0.4% | +$618 | 0.08% | 175 |
|
|
2016
Q4 | $133K | Buy |
6,027
+1,333
| +28% | +$29.7K | 0.07% | 192 |
|
|
2016
Q3 | $113K | Buy |
4,694
+23
| +0.5% | +$576 | 0.06% | 196 |
|
|
2016
Q2 | $124K | Buy |
4,671
+22
| +0.5% | +$528 | 0.07% | 177 |
|
|
2016
Q1 | $110K | Buy |
4,649
+25
| +0.5% | +$536 | 0.06% | 194 |
|
|
2015
Q4 | $90K | Buy |
4,624
+23
| +0.5% | +$442 | 0.05% | 218 |
|
|
2015
Q3 | $85K | Sell |
4,601
-6,956
| -60% | -$119K | 0.05% | 214 |
|
|
2015
Q2 | $207K | Buy |
11,557
+49
| +0.4% | +$872 | 0.12% | 127 |
|
|
2015
Q1 | $200K | Buy |
11,508
+50
| +0.4% | +$847 | 0.13% | 109 |
|
|
2014
Q4 | $191K | Sell |
11,458
-66
| -0.6% | -$1.07K | 0.12% | 127 |
|
|
2014
Q3 | $186K | Buy |
11,524
+611
| +6% | +$9.33K | 0.12% | 127 |
|
|
2014
Q2 | $169K | Buy |
10,913
+59
| +0.5% | +$853 | 0.1% | 134 |
|
|
2014
Q1 | $152K | Buy |
10,854
+117
| +1% | +$1.58K | 0.1% | 142 |
|
|
2013
Q4 | $139K | Buy |
10,737
+66
| +0.6% | +$818 | 0.09% | 145 |
|
|
2013
Q3 | $130K | Buy |
10,671
+69
| +0.7% | +$817 | 0.1% | 134 |
|
|
2013
Q2 | $119K | Buy |
+10,602
| New | +$123K | 0.09% | 140 |
|
Other funds holding NI
