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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5K | Buy |
239
+11
| +5% | +$496 | ﹤0.01% | 909 |
|
|
2025
Q4 | $9.52K | Buy |
228
+111
| +95% | +$4.74K | ﹤0.01% | 928 |
|
|
2025
Q3 | $5.07K | Hold |
117
| – | – | ﹤0.01% | 1002 |
|
|
2025
Q2 | $4.72K | Hold |
117
| – | – | ﹤0.01% | 1008 |
|
|
2025
Q1 | $4.69K | Buy |
117
+3
| +3% | +$116 | ﹤0.01% | 992 |
|
|
2024
Q4 | $4.19K | Sell |
114
-180
| -61% | -$6.46K | ﹤0.01% | 990 |
|
|
2024
Q3 | $10.2K | Hold |
294
| – | – | ﹤0.01% | 909 |
|
|
2024
Q2 | $8.47K | Hold |
294
| – | – | ﹤0.01% | 936 |
|
|
2024
Q1 | $8.13K | Sell |
294
-135
| -31% | -$3.55K | ﹤0.01% | 935 |
|
|
2023
Q4 | $11.4K | Sell |
429
-1,800
| -81% | -$46.3K | ﹤0.01% | 980 |
|
|
2023
Q3 | $55K | Hold |
2,229
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $61K | Buy |
2,229
+535
| +32% | +$14.8K | ﹤0.01% | 630 |
|
|
2023
Q1 | $47.4K | Hold |
1,694
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $46.4K | Hold |
1,694
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $42.7K | Hold |
1,694
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $50K | Hold |
1,694
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $53.9K | Buy |
+1,694
| New | +$49.2K | ﹤0.01% | 574 |
|
|
2021
Q4 | – | Sell |
-1,736
| Closed | -$42.1K | – | 710 |
|
|
2021
Q3 | $42.1K | Buy |
1,736
+42
| +2% | +$1.05K | ﹤0.01% | 534 |
|
|
2021
Q2 | $41.5K | Hold |
1,694
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $40.8K | Hold |
1,694
| – | – | ﹤0.01% | 572 |
|
|
2020
Q4 | $38.9K | Buy |
1,694
+114
| +7% | +$2.67K | ﹤0.01% | 572 |
|
|
2020
Q3 | $34.8K | Hold |
1,580
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $35.9K | Hold |
1,580
| – | – | ﹤0.01% | 542 |
|
|
2020
Q1 | $39.5K | Hold |
1,580
| – | – | ﹤0.01% | 505 |
|
|
2019
Q4 | $44K | Sell |
1,580
-431
| -21% | -$11.8K | ﹤0.01% | 555 |
|
|
2019
Q3 | $60.2K | Buy |
+2,011
| New | +$59K | ﹤0.01% | 492 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$10.5K | – | 731 |
|
|
2018
Q2 | $10.5K | Hold |
400
| – | – | ﹤0.01% | 593 |
|
|
2018
Q1 | $9.56K | Buy |
+400
| New | +$9.47K | ﹤0.01% | 613 |
|
Other funds holding NI
VCM
VPM
