McKinley Carter Wealth Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
9,258
| – | – | 0.02% | 243 |
|
|
2025
Q1 | $371K | Hold |
9,258
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $340K | Hold |
9,258
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $321K | Hold |
9,258
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $267K | Hold |
9,258
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $256K | Hold |
9,258
| – | – | 0.02% | 272 |
|
|
2023
Q4 | $246K | Hold |
9,258
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $228K | Sell |
9,258
-865
| -9% | -$21.3K | 0.02% | 277 |
|
|
2023
Q2 | $277K | Hold |
10,123
| – | – | 0.02% | 256 |
|
|
2023
Q1 | $283K | Hold |
10,123
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $278K | Hold |
10,123
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $255K | Hold |
10,123
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $299K | Sell |
10,123
-6
| -0.1% | -$177 | 0.03% | 242 |
|
|
2022
Q1 | $322K | Hold |
10,129
| – | – | 0.03% | 235 |
|
|
2021
Q4 | $280K | Hold |
10,129
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $245K | Buy |
10,129
+6
| +0.1% | +$145 | 0.02% | 260 |
|
|
2021
Q2 | $248K | Hold |
10,123
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $244K | Hold |
10,123
| – | – | 0.02% | 262 |
|
|
2020
Q4 | $232K | Buy |
+10,123
| New | +$232K | 0.03% | 236 |
|
|
2019
Q1 | – | Sell |
-11,552
| Closed | -$293K | – | 154 |
|
|
2018
Q4 | $293K | Hold |
11,552
| – | – | 0.1% | 127 |
|
|
2018
Q3 | $288K | Hold |
11,552
| – | – | 0.09% | 135 |
|
|
2018
Q2 | $304K | Buy |
11,552
+1
| +0% | +$26 | 0.1% | 129 |
|
|
2018
Q1 | $276K | Sell |
11,551
-1
| -0% | -$24 | 0.09% | 133 |
|
|
2017
Q4 | $297K | Buy |
+11,552
| New | +$297K | 0.1% | 127 |
|