Carson Wealth (CWM LLC)’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 | $30M | Sell |
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|
2025
Q2 | $28.2M | Sell |
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|
2025
Q1 | $28.9M | Sell |
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|
2024
Q4 | $27.9M | Sell |
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|
2024
Q3 | $27.6M | Sell |
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|
2024
Q2 | $23.9M | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $193K | Buy |
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|
2021
Q2 | $137K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $137K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $137K | Hold |
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|
2019
Q3 | $137K | Hold |
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|
2019
Q2 | $137K | Hold |
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|
2019
Q1 | $137K | Buy |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q4 | $4K | Buy |
|
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $3K | Buy |
|
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|
2017
Q1 | $2K | Sell |
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|
2016
Q4 | $4K | Sell |
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|
2016
Q3 | $4K | Buy |
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