Modern 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 | $303K | Buy |
7,502
+52
| +0.7% | +$2.1K | 0.01% | 600 |
|
|
2025
Q1 | $299K | Sell |
7,450
-239
| -3% | -$9.58K | 0.01% | 524 |
|
|
2024
Q4 | $283K | Buy |
7,689
+329
| +4% | +$12.1K | 0.01% | 468 |
|
|
2024
Q3 | $255K | Buy |
7,360
+16
| +0.2% | +$554 | 0.02% | 374 |
|
|
2024
Q2 | $212K | Buy |
+7,344
| New | +$212K | 0.02% | 375 |
|