Avion Wealth’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1019 |
|
2025
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 889 |
|
2024
Q4 | $1K | Buy |
32
+14
| +78% | +$438 | ﹤0.01% | 886 |
|
2024
Q3 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1228 |
|
2023
Q4 | – | Sell |
-37
| Closed | – | – | 1251 |
|
2023
Q3 | $0 | Buy |
37
+19
| +106% | – | ﹤0.01% | 1066 |
|
2023
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 941 |
|
2023
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 700 |
|