Advisor Partners II’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$369K Buy
14,944
+659
+5% +$16.3K 0.01% 852
2023
Q2
$391K Sell
14,285
-62
-0.4% -$1.7K 0.02% 688
2023
Q1
$401K Sell
14,347
-616
-4% -$17.2K 0.02% 625
2022
Q4
$410K Buy
14,963
+68
+0.5% +$1.87K 0.03% 573
2022
Q3
$375K Buy
+14,895
New +$375K 0.03% 549