Baldwin Wealth Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-408
| Closed | -$10.1K | – | 765 |
|
|
2023
Q3 | $10.1K | Hold |
408
| – | – | ﹤0.01% | 577 |
|
|
2023
Q2 | $11.2K | Hold |
408
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $11.4K | Hold |
408
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $11.2K | Buy |
+408
| New | +$11.2K | ﹤0.01% | 600 |
|
|
2017
Q4 | – | Sell |
-175
| Closed | -$4K | – | 490 |
|
|
2017
Q3 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 446 |
|