Darwin Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02K | Sell |
50
-142
| -74% | -$5.73K | ﹤0.01% | 487 |
|
|
2025
Q1 | $7.08K | Hold |
192
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $7.08K | Sell |
192
-183
| -49% | -$6.75K | ﹤0.01% | 408 |
|
|
2024
Q3 | $13K | Buy |
+375
| New | +$13K | ﹤0.01% | 355 |
|
|
2020
Q2 | – | Sell |
-831
| Closed | -$19K | – | 537 |
|
|
2020
Q1 | $19K | Buy |
+831
| New | +$19K | 0.01% | 374 |
|
|
2019
Q4 | – | Sell |
-96,622
| Closed | -$2.89M | – | 161 |
|
|
2019
Q3 | $2.89M | Buy |
96,622
+5,580
| +6% | +$167K | 0.86% | 44 |
|
|
2019
Q2 | $2.62M | Buy |
91,042
+1,762
| +2% | +$50.7K | 0.81% | 50 |
|
|
2019
Q1 | $2.56M | Buy |
+89,280
| New | +$2.56M | 0.84% | 44 |
|
|
2016
Q4 | – | Sell |
-67,525
| Closed | -$1.63M | – | 116 |
|
|
2016
Q3 | $1.63M | Buy |
67,525
+12,019
| +22% | +$290K | 1.26% | 31 |
|
|
2016
Q2 | $1.47M | Buy |
+55,506
| New | +$1.47M | 1.26% | 34 |
|