Carolinas Wealth Consulting’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-100
| Closed | -$4.01K | – | 624 |
|
2025
Q1 | $4.01K | Sell |
100
-19
| -16% | -$762 | ﹤0.01% | 646 |
|
2024
Q4 | $4.38K | Buy |
119
+37
| +45% | +$1.36K | ﹤0.01% | 664 |
|
2024
Q3 | $2.84K | Buy |
82
+10
| +14% | +$347 | ﹤0.01% | 756 |
|
2024
Q2 | $2.08K | Buy |
72
+22
| +44% | +$634 | ﹤0.01% | 789 |
|
2024
Q1 | $1.38K | Buy |
+50
| New | +$1.38K | ﹤0.01% | 844 |
|
2022
Q1 | – | Sell |
-73
| Closed | -$2K | – | 986 |
|
2021
Q4 | $2K | Buy |
73
+19
| +35% | +$521 | ﹤0.01% | 839 |
|
2021
Q3 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 892 |
|
2021
Q1 | – | Sell |
-22
| Closed | -$1K | – | 979 |
|
2020
Q4 | $1K | Sell |
22
-5
| -19% | -$227 | ﹤0.01% | 824 |
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 857 |
|
2020
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 595 |
|