International Private 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 | – | Sell |
-8,884
| Closed | -$356K | – | 176 |
|
|
2025
Q1 | $356K | Sell |
8,884
-4,012
| -31% | -$161K | 0.34% | 90 |
|
|
2024
Q4 | $474K | Sell |
12,896
-85
| -0.7% | -$3.13K | 0.47% | 51 |
|
|
2024
Q3 | $450K | Sell |
12,981
-804
| -6% | -$27.9K | 0.66% | 38 |
|
|
2024
Q2 | $397K | Buy |
13,785
+915
| +7% | +$26.4K | 0.67% | 40 |
|
|
2024
Q1 | $356K | Buy |
+12,870
| New | +$356K | 0.69% | 49 |
|