44 Wealth Management’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 |
-5,784
| Closed | -$204K | – | 195 |
|
2024
Q3 | $204K | Buy |
+5,784
| New | +$204K | 0.07% | 197 |
|
2023
Q2 | $5.47M | Sell |
200,106
-2,482
| -1% | -$67.9K | 1.87% | 12 |
|
2023
Q1 | $5.66M | Buy |
202,588
+5,579
| +3% | +$156K | 1.92% | 12 |
|
2022
Q4 | $5.4M | Buy |
197,009
+750
| +0.4% | +$20.6K | 1.87% | 11 |
|
2022
Q3 | $4.94M | Buy |
+196,259
| New | +$4.94M | 2.03% | 11 |
|
2021
Q4 | – | Sell |
-234,353
| Closed | -$5.68M | – | 187 |
|
2021
Q3 | $5.68M | Buy |
+234,353
| New | +$5.68M | 2.17% | 7 |
|
2021
Q1 | – | Sell |
-191,929
| Closed | -$4.4M | – | 173 |
|
2020
Q4 | $4.4M | Buy |
+191,929
| New | +$4.4M | 2% | 11 |
|