JFS Wealth Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Sell |
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|
2025
Q1 | $13.9K | Sell |
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|
2024
Q4 | $57.3K | Buy |
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|
2024
Q3 | $53.7K | Buy |
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|
2024
Q2 | $8.53K | Sell |
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|
2024
Q1 | $8.27K | Sell |
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|
2023
Q4 | $8.76K | Buy |
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|
2023
Q3 | $6.34K | Sell |
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|
2023
Q2 | $8.51K | Sell |
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|
2023
Q1 | $9.17K | Buy |
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|
2022
Q4 | $8.14K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $2K | Buy |
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