Arkadios Wealth 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 | $302K | Buy |
7,474
+1,211
| +19% | +$48.9K | 0.01% | 1029 |
|
|
2025
Q1 | $251K | Buy |
+6,263
| New | +$251K | 0.01% | 966 |
|
|
2021
Q4 | – | Sell |
-803
| Closed | -$19K | – | 1334 |
|
|
2021
Q3 | $19K | Hold |
803
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q2 | $19K | Buy |
803
+297
| +59% | +$7.03K | ﹤0.01% | 1308 |
|
|
2021
Q1 | $12K | Buy |
506
+500
| +8,333% | +$11.9K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1439 |
|
|
2020
Q3 | $141 | Buy |
+6
| New | +$141 | ﹤0.01% | 1005 |
|