Bartlett & Co Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.07K | Hold |
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|
2025
Q2 | $4.72K | Hold |
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|
2025
Q1 | $4.69K | Buy |
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|
2024
Q4 | $4.19K | Sell |
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|
2024
Q3 | $10.2K | Hold |
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|
2024
Q2 | $8.47K | Hold |
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|
2024
Q1 | $8.13K | Sell |
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|
2023
Q4 | $11.4K | Sell |
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|
2023
Q3 | $55K | Hold |
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|
2023
Q2 | $61K | Buy |
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|
2023
Q1 | $47.4K | Hold |
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|
2022
Q4 | $46.4K | Hold |
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|
2022
Q3 | $42.7K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $53.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $42.1K | Buy |
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|
2021
Q2 | $41.5K | Hold |
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|
2021
Q1 | $40.8K | Hold |
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|
2020
Q4 | $38.9K | Buy |
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|
2020
Q3 | $34.8K | Hold |
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|
2020
Q2 | $35.9K | Hold |
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|
2020
Q1 | $39.5K | Hold |
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|
2019
Q4 | $44K | Sell |
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|
2019
Q3 | $60.2K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10.5K | Hold |
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|
2018
Q1 | $9.56K | Buy |
|