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 |
|