Winch Advisory Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-79
| Closed | -$2.28K | – | 477 |
|
|
2024
Q2 | $2.28K | Buy |
79
+1
| +1% | +$29 | ﹤0.01% | 366 |
|
|
2024
Q1 | $2.17K | Hold |
78
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $2.06K | Buy |
78
+1
| +1% | +$26 | ﹤0.01% | 361 |
|
|
2023
Q3 | $2K | Buy |
77
+1
| +1% | +$26 | ﹤0.01% | 363 |
|
|
2023
Q2 | $2K | Buy |
76
+1
| +1% | +$26 | ﹤0.01% | 362 |
|
|
2023
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $2K | Buy |
75
+1
| +1% | +$27 | ﹤0.01% | 336 |
|
|
2022
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $2K | Buy |
74
+1
| +1% | +$27 | ﹤0.01% | 386 |
|
|
2021
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $2K | Buy |
73
+1
| +1% | +$27 | ﹤0.01% | 417 |
|
|
2021
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $2K | Buy |
72
+1
| +1% | +$28 | ﹤0.01% | 390 |
|
|
2020
Q4 | $2K | Buy |
71
+1
| +1% | +$28 | ﹤0.01% | 372 |
|
|
2020
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $2K | Buy |
70
+1
| +1% | +$29 | ﹤0.01% | 334 |
|
|
2020
Q1 | $2K | Buy |
69
+1
| +1% | +$29 | ﹤0.01% | 287 |
|
|
2019
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $2K | Buy |
68
+1
| +1% | +$29 | ﹤0.01% | 302 |
|
|
2019
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 369 |
|
|
2019
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 327 |
|
|
2018
Q4 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 299 |
|