Clearstead Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8K | Buy |
+1,135
| New | +$45.8K | ﹤0.01% | 1309 |
|
|
2023
Q4 | – | Sell |
-186
| Closed | -$4.59K | – | 1608 |
|
|
2023
Q3 | $4.59K | Buy |
+186
| New | +$4.59K | ﹤0.01% | 1258 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$476 | – | 1418 |
|
|
2023
Q1 | $476 | Buy |
+17
| New | +$476 | ﹤0.01% | 1307 |
|
|
2020
Q3 | – | Sell |
-68
| Closed | -$2K | – | 917 |
|
|
2020
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 745 |
|
|
2020
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 729 |
|