MLA
My Legacy Advisors’s NiSource NI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
22,487
+642
| +3% | +$25.4K | 0.32% | 90 |
|
|
2025
Q1 | $876K | Buy |
21,845
+655
| +3% | +$26.3K | 0.34% | 84 |
|
|
2024
Q4 | $782K | Buy |
21,190
+870
| +4% | +$32.1K | 0.3% | 90 |
|
|
2024
Q3 | $704K | Sell |
20,320
-3,986
| -16% | -$138K | 0.28% | 110 |
|
|
2024
Q2 | $700K | Buy |
24,306
+525
| +2% | +$15.1K | 0.22% | 122 |
|
|
2024
Q1 | $658K | Buy |
23,781
+2,357
| +11% | +$65.2K | 0.22% | 131 |
|
|
2023
Q4 | $568K | Buy |
21,424
+1,117
| +6% | +$29.6K | 0.21% | 141 |
|
|
2023
Q3 | $520K | Buy |
20,307
+8,500
| +72% | +$218K | 0.21% | 136 |
|
|
2023
Q2 | $332K | Buy |
+11,807
| New | +$332K | 0.13% | 177 |
|