Avalon Trust’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
4,000
| – | – | 0.01% | 155 |
|
|
2025
Q1 | $160K | Hold |
4,000
| – | – | 0.01% | 145 |
|
|
2024
Q4 | $147K | Hold |
4,000
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $139K | Sell |
4,000
-1,000
| -20% | -$34.7K | 0.01% | 145 |
|
|
2024
Q2 | $144K | Hold |
5,000
| – | – | 0.01% | 145 |
|
|
2024
Q1 | $138K | Hold |
5,000
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $133K | Hold |
5,000
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $123K | Hold |
5,000
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $137K | Hold |
5,000
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $140K | Buy |
+5,000
| New | +$140K | 0.01% | 140 |
|