Gen-Wealth Partners’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.1K Buy
1,119
+15
+1% +$605 0.02% 344
2025
Q1
$44.3K Sell
1,104
-295
-21% -$11.8K 0.02% 343
2024
Q4
$51.4K Sell
1,399
-1,150
-45% -$42.3K 0.02% 363
2024
Q3
$89.5K Sell
2,549
-669
-21% -$23.5K 0.04% 298
2024
Q2
$92.7K Sell
3,218
-3,659
-53% -$105K 0.04% 291
2024
Q1
$190K Buy
+6,877
New +$190K 0.09% 207