Hemington 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 | $60K | Sell |
1,499
-52
| -3% | -$2.08K | 0.01% | 299 |
|
|
2025
Q1 | $62K | Buy |
1,551
+438
| +39% | +$17.5K | 0.01% | 283 |
|
|
2024
Q4 | $40K | Sell |
1,113
-179
| -14% | -$6.43K | 0.01% | 357 |
|
|
2024
Q3 | $45K | Buy |
+1,292
| New | +$45K | 0.01% | 313 |
|
|
2023
Q3 | – | Sell |
-8,205
| Closed | -$224K | – | 100 |
|
|
2023
Q2 | $224K | Sell |
8,205
-5
| -0.1% | -$137 | 0.09% | 94 |
|
|
2023
Q1 | $229K | Hold |
8,210
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $225K | Sell |
8,210
-20
| -0.2% | -$548 | 0.1% | 91 |
|
|
2022
Q3 | $207K | Hold |
8,230
| – | – | 0.09% | 91 |
|
|
2022
Q2 | $243K | Hold |
8,230
| – | – | 0.1% | 90 |
|
|
2022
Q1 | $262K | Buy |
+8,230
| New | +$262K | 0.09% | 95 |
|
|
2021
Q4 | – | Sell |
-8,262
| Closed | -$200K | – | 95 |
|
|
2021
Q3 | $200K | Hold |
8,262
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $202K | Sell |
8,262
-41
| -0.5% | -$1K | 0.09% | 87 |
|
|
2021
Q1 | $200K | Buy |
+8,303
| New | +$200K | 0.08% | 87 |
|