WestEnd Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$208 | – | 388 |
|
|
2024
Q3 | $208 | Sell |
6
-1
| -14% | -$35 | ﹤0.01% | 287 |
|
|
2024
Q2 | $202 | Buy |
7
+1
| +17% | +$29 | ﹤0.01% | 266 |
|
|
2024
Q1 | $166 | Hold |
6
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $159 | Sell |
6
-5
| -45% | -$133 | ﹤0.01% | 250 |
|
|
2023
Q3 | $271 | Buy |
+11
| New | +$271 | ﹤0.01% | 204 |
|
|
2023
Q2 | – | Hold |
0
| – | -$252 | – | 220 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$247 | – | 212 |
|
|
2022
Q4 | $247 | Buy |
9
+3
| +50% | +$82 | ﹤0.01% | 205 |
|
|
2022
Q3 | $0 | Buy |
6
+2
| +50% | – | ﹤0.01% | 273 |
|
|
2022
Q2 | $117 | Buy |
+4
| New | +$117 | ﹤0.01% | 257 |
|