B.O.S.S. Retirement Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-64,345
| Closed | -$2.23M | – | 262 |
|
|
2024
Q3 | $2.23M | Buy |
64,345
+1,712
| +3% | +$59.3K | 0.45% | 61 |
|
|
2024
Q2 | $1.8M | Buy |
62,633
+2,191
| +4% | +$63.1K | 0.46% | 61 |
|
|
2024
Q1 | $1.6M | Sell |
60,442
-6,463
| -10% | -$172K | 0.61% | 60 |
|
|
2023
Q4 | $1.78M | Sell |
66,905
-8,444
| -11% | -$224K | 0.34% | 95 |
|
|
2023
Q3 | $1.86M | Sell |
75,349
-5,508
| -7% | -$136K | 0.4% | 82 |
|
|
2023
Q2 | $2.21M | Sell |
80,857
-7,220
| -8% | -$197K | 0.47% | 59 |
|
|
2023
Q1 | $2.46M | Buy |
88,077
+14,376
| +20% | +$402K | 0.58% | 47 |
|
|
2022
Q4 | $2.02M | Buy |
+73,701
| New | +$2.02M | 0.52% | 68 |
|