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StrategIQ Financial Group’s NiSource NI Stock Holding History

StrategIQ Financial Group’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$225K Hold
8,476
– – 0.03% 294
2023
Q3 		$209K Sell
8,476
-450
-5% -$12.2K 0.02% 294
2023
Q2 		$244K Hold
8,926
– – 0.03% 276
2023
Q1 		$250K Sell
8,926
-25
-0.3% -$684 0.03% 259
2022
Q4 		$245K Sell
8,951
-15
-0.2% -$394 0.03% 251
2022
Q3 		$226K Sell
8,966
-1,346
-13% -$39.6K 0.03% 252
2022
Q2 		$304K Hold
10,312
– – 0.04% 230
2022
Q1 		$328K Hold
10,312
– – 0.04% 240
2021
Q4 		$285K Sell
10,312
-120
-1% -$3.05K 0.03% 253
2021
Q3 		$253K Hold
10,432
– – 0.05% 195
2021
Q2 		$256K Hold
10,432
– – 0.05% 190
2021
Q1 		$252K Hold
10,432
– – 0.05% 187
2020
Q4 		$239K Hold
10,432
– – 0.05% 183
2020
Q3 		$230K Hold
10,432
– – 0.06% 176
2020
Q2 		$237K Buy
10,432
+18
+0.2% +$434 0.06% 169
2020
Q1 		$260K Hold
10,414
– – 0.08% 161
2019
Q4 		$290K Hold
10,414
– – 0.08% 171
2019
Q3 		$312K Hold
10,414
– – 0.09% 157
2019
Q2 		$300K Hold
10,414
– – 0.09% 158
2019
Q1 		$298K Sell
10,414
-275
-3% -$7.41K 0.09% 152
2018
Q4 		$271K Sell
10,689
-80
-0.7% -$2.06K 0.09% 150
2018
Q3 		$268K Buy
+10,769
New +$285K 0.08% 160

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