Ruedi 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 | – | Sell |
-21
| Closed | -$842 | – | 234 |
|
2025
Q1 | $842 | Hold |
21
| – | – | ﹤0.01% | 296 |
|
2024
Q4 | $772 | Hold |
21
| – | – | ﹤0.01% | 303 |
|
2024
Q3 | $728 | Sell |
21
-6
| -22% | -$208 | ﹤0.01% | 311 |
|
2024
Q2 | $778 | Buy |
27
+6
| +29% | +$173 | ﹤0.01% | 389 |
|
2024
Q1 | $581 | Hold |
21
| – | – | ﹤0.01% | 247 |
|
2023
Q4 | $558 | Hold |
21
| – | – | ﹤0.01% | 231 |
|
2023
Q3 | $518 | Hold |
21
| – | – | ﹤0.01% | 211 |
|
2023
Q2 | $574 | Hold |
21
| – | – | ﹤0.01% | 213 |
|
2023
Q1 | $587 | Hold |
21
| – | – | ﹤0.01% | 243 |
|
2022
Q4 | $576 | Buy |
+21
| New | +$576 | ﹤0.01% | 226 |
|