IBEX Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
+11,532
| New | +$465K | 0.05% | 152 |
|
|
2019
Q3 | – | Sell |
-4,621
| Closed | -$133K | – | 256 |
|
|
2019
Q2 | $133K | Buy |
+4,621
| New | +$133K | 0.04% | 151 |
|
|
2017
Q1 | – | Sell |
-51
| Closed | -$1K | – | 264 |
|
|
2016
Q4 | $1K | Sell |
51
-43,499
| -100% | -$853K | ﹤0.01% | 447 |
|
|
2016
Q3 | $1.05M | Buy |
+43,550
| New | +$1.05M | 0.58% | 58 |
|