Trust Company of Vermont’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$80 | – | 879 |
|
|
2023
Q4 | $80 | Buy |
+3
| New | +$80 | ﹤0.01% | 788 |
|
|
2022
Q1 | – | Sell |
-689
| Closed | -$19K | – | 602 |
|
|
2021
Q4 | $19K | Buy |
+689
| New | +$19K | ﹤0.01% | 594 |
|
|
2021
Q3 | – | Sell |
-689
| Closed | -$17K | – | 579 |
|
|
2021
Q2 | $17K | Buy |
+689
| New | +$17K | ﹤0.01% | 580 |
|
|
2020
Q2 | – | Sell |
-1,459
| Closed | -$36K | – | 830 |
|
|
2020
Q1 | $36K | Sell |
1,459
-666
| -31% | -$16.4K | ﹤0.01% | 484 |
|
|
2019
Q4 | $59K | Sell |
2,125
-226
| -10% | -$6.28K | ﹤0.01% | 453 |
|
|
2019
Q3 | $70K | Hold |
2,351
| – | – | 0.01% | 440 |
|
|
2019
Q2 | $68K | Hold |
2,351
| – | – | 0.01% | 438 |
|
|
2019
Q1 | $67K | Sell |
2,351
-1,334
| -36% | -$38K | 0.01% | 437 |
|
|
2018
Q4 | $93K | Buy |
3,685
+414
| +13% | +$10.4K | 0.01% | 388 |
|
|
2018
Q3 | $82K | Hold |
3,271
| – | – | 0.01% | 439 |
|
|
2018
Q2 | $86K | Buy |
3,271
+139
| +4% | +$3.66K | 0.01% | 432 |
|
|
2018
Q1 | $75K | Sell |
3,132
-836
| -21% | -$20K | 0.01% | 434 |
|
|
2017
Q4 | $102K | Hold |
3,968
| – | – | 0.01% | 396 |
|
|
2017
Q3 | $102K | Hold |
3,968
| – | – | 0.01% | 399 |
|
|
2017
Q2 | $101K | Sell |
3,968
-2,248
| -36% | -$57.2K | 0.01% | 409 |
|
|
2017
Q1 | $148K | Hold |
6,216
| – | – | 0.02% | 347 |
|
|
2016
Q4 | $138K | Buy |
+6,216
| New | +$138K | 0.02% | 350 |
|
|
2015
Q3 | – | Sell |
-127
| Closed | -$2K | – | 806 |
|
|
2015
Q2 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 785 |
|