Crewe 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 | $25.8K | Buy |
639
+304
| +91% | +$12.3K | ﹤0.01% | 342 |
|
|
2025
Q1 | $13.4K | Hold |
335
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $12.3K | Sell |
335
-787
| -70% | -$28.9K | ﹤0.01% | 407 |
|
|
2024
Q3 | $38.9K | Hold |
1,122
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $32.3K | Hold |
1,122
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $31K | Buy |
+1,122
| New | +$31K | ﹤0.01% | 430 |
|
|
2023
Q4 | – | Sell |
-335
| Closed | -$8.27K | – | 602 |
|
|
2023
Q3 | $8.27K | Hold |
335
| – | – | ﹤0.01% | 261 |
|
|
2023
Q2 | $9.16K | Hold |
335
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $9.37K | Sell |
335
-129
| -28% | -$3.61K | ﹤0.01% | 560 |
|
|
2022
Q4 | $12.7K | Sell |
464
-63
| -12% | -$1.73K | ﹤0.01% | 506 |
|
|
2022
Q3 | $13K | Buy |
527
+398
| +309% | +$9.82K | ﹤0.01% | 586 |
|
|
2022
Q2 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 826 |
|