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 |
|