Annis Gardner Whiting Capital Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
297
| – | – | ﹤0.01% | 671 |
|
|
2025
Q1 | $11.9K | Buy |
297
+241
| +430% | +$9.66K | 0.01% | 525 |
|
|
2024
Q4 | $2.06K | Buy |
+56
| New | +$2.06K | ﹤0.01% | 687 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$145 | – | 875 |
|
|
2024
Q2 | $145 | Hold |
5
| – | – | ﹤0.01% | 938 |
|
|
2024
Q1 | $139 | Buy |
+5
| New | +$139 | ﹤0.01% | 939 |
|