Veritable’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,329
| Closed | -$228K | – | 536 |
|
|
2023
Q2 | $228K | Buy |
8,329
+394
| +5% | +$10.8K | ﹤0.01% | 798 |
|
|
2023
Q1 | $222K | Buy |
7,935
+50
| +0.6% | +$1.4K | ﹤0.01% | 796 |
|
|
2022
Q4 | $216K | Buy |
+7,885
| New | +$216K | ﹤0.01% | 780 |
|
|
2020
Q1 | – | Sell |
-10,124
| Closed | -$282K | – | 790 |
|
|
2019
Q4 | $282K | Sell |
10,124
-1,405
| -12% | -$39.1K | 0.01% | 695 |
|
|
2019
Q3 | $345K | Sell |
11,529
-382
| -3% | -$11.4K | 0.01% | 601 |
|
|
2019
Q2 | $343K | Buy |
11,911
+179
| +2% | +$5.16K | 0.01% | 606 |
|
|
2019
Q1 | $336K | Buy |
11,732
+726
| +7% | +$20.8K | 0.01% | 613 |
|
|
2018
Q4 | $279K | Buy |
11,006
+842
| +8% | +$21.3K | 0.01% | 613 |
|
|
2018
Q3 | $253K | Buy |
10,164
+604
| +6% | +$15K | 0.01% | 693 |
|
|
2018
Q2 | $251K | Buy |
9,560
+80
| +0.8% | +$2.1K | 0.01% | 692 |
|
|
2018
Q1 | $227K | Sell |
9,480
-211
| -2% | -$5.05K | ﹤0.01% | 706 |
|
|
2017
Q4 | $249K | Sell |
9,691
-768
| -7% | -$19.7K | 0.01% | 685 |
|
|
2017
Q3 | $268K | Sell |
10,459
-304
| -3% | -$7.79K | 0.01% | 635 |
|
|
2017
Q2 | $273K | Buy |
10,763
+566
| +6% | +$14.4K | 0.01% | 649 |
|
|
2017
Q1 | $243K | Sell |
10,197
-255
| -2% | -$6.08K | 0.01% | 656 |
|
|
2016
Q4 | $231K | Buy |
10,452
+2,052
| +24% | +$45.4K | 0.01% | 655 |
|
|
2016
Q3 | $203K | Buy |
8,400
+848
| +11% | +$20.5K | 0.01% | 688 |
|
|
2016
Q2 | $200K | Buy |
+7,552
| New | +$200K | 0.01% | 676 |
|
|
2015
Q3 | – | Sell |
-18,291
| Closed | -$328K | – | 731 |
|
|
2015
Q2 | $328K | Sell |
18,291
-9,167
| -33% | -$164K | 0.01% | 576 |
|
|
2015
Q1 | $476K | Sell |
27,458
-865
| -3% | -$15K | 0.01% | 615 |
|
|
2014
Q4 | $472K | Sell |
28,323
-1,448
| -5% | -$24.1K | 0.01% | 613 |
|
|
2014
Q3 | $479K | Buy |
29,771
+4,217
| +17% | +$67.8K | 0.01% | 614 |
|
|
2014
Q2 | $395K | Sell |
25,554
-171
| -0.7% | -$2.64K | 0.01% | 669 |
|
|
2014
Q1 | $359K | Buy |
25,725
+535
| +2% | +$7.47K | 0.01% | 670 |
|
|
2013
Q4 | $325K | Sell |
25,190
-7,376
| -23% | -$95.2K | 0.01% | 688 |
|
|
2013
Q3 | $395K | Buy |
32,566
+6,424
| +25% | +$77.9K | 0.01% | 640 |
|
|
2013
Q2 | $294K | Buy |
+26,142
| New | +$294K | 0.01% | 729 |
|