GoalVest Advisory’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
570
+566
| +14,150% | +$22.8K | 0.01% | 263 |
|
|
2025
Q1 | $160 | Buy |
+4
| New | +$160 | ﹤0.01% | 475 |
|
|
2024
Q1 | – | Sell |
-290
| Closed | -$7.7K | – | 452 |
|
|
2023
Q4 | $7.7K | Buy |
290
+260
| +867% | +$6.9K | ﹤0.01% | 269 |
|
|
2023
Q3 | $740 | Buy |
+30
| New | +$740 | ﹤0.01% | 448 |
|