Beverly Hills Private 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 | $323K | Sell |
8,001
-918
| -10% | -$37K | 0.06% | 251 |
|
|
2025
Q1 | $358K | Sell |
8,919
-107
| -1% | -$4.29K | 0.07% | 226 |
|
|
2024
Q4 | $332K | Buy |
+9,026
| New | +$332K | 0.07% | 236 |
|
|
2023
Q3 | – | Sell |
-15,605
| Closed | -$414K | – | 310 |
|
|
2023
Q2 | $414K | Buy |
15,605
+7,811
| +100% | +$207K | 0.07% | 254 |
|
|
2023
Q1 | $218K | Buy |
+7,794
| New | +$218K | 0.07% | 253 |
|