Strategic Wealth Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Buy |
+1,119
| New | +$45.1K | ﹤0.01% | 506 |
|
|
2023
Q4 | – | Sell |
-62,754
| Closed | -$1.55M | – | 290 |
|
|
2023
Q3 | $1.55M | Sell |
62,754
-9,444
| -13% | -$233K | 0.2% | 122 |
|
|
2023
Q2 | $1.97M | Sell |
72,198
-1,182
| -2% | -$32.3K | 0.26% | 114 |
|
|
2023
Q1 | $2.05M | Sell |
73,380
-3,584
| -5% | -$100K | 0.31% | 90 |
|
|
2022
Q4 | $2.11M | Buy |
+76,964
| New | +$2.11M | 0.39% | 79 |
|
|
2018
Q2 | – | Sell |
-225
| Closed | -$5K | – | 802 |
|
|
2018
Q1 | $5K | Sell |
225
-225
| -50% | -$5K | ﹤0.01% | 641 |
|
|
2017
Q4 | $13K | Buy |
+450
| New | +$13K | 0.01% | 435 |
|