CVA Family Office’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.22K | Buy |
55
+15
| +38% | +$605 | ﹤0.01% | 981 |
|
2025
Q1 | $1.6K | Buy |
40
+16
| +67% | +$642 | ﹤0.01% | 1034 |
|
2024
Q4 | $882 | Buy |
+24
| New | +$882 | ﹤0.01% | 1114 |
|
2023
Q3 | – | Sell |
-35
| Closed | -$957 | – | 694 |
|
2023
Q2 | $957 | Hold |
35
| – | – | ﹤0.01% | 952 |
|
2023
Q1 | $979 | Hold |
35
| – | – | ﹤0.01% | 905 |
|
2022
Q4 | $960 | Buy |
+35
| New | +$960 | ﹤0.01% | 868 |
|