True Wealth Design’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.71K | Sell |
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|
2025
Q2 | $5.16K | Buy |
|
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|
2025
Q1 | $4.61K | Buy |
|
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|
2024
Q4 | $956 | Buy |
|
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|
2024
Q3 | $797 | Buy |
|
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|
2024
Q2 | $577 | Buy |
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|
2024
Q1 | $471 | Buy |
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|
2023
Q4 | $266 | Hold |
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|
2023
Q3 | $247 | Hold |
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|
2023
Q2 | $274 | Sell |
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|
2023
Q1 | $1.4K | Buy |
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|
2022
Q4 | $274 | Buy |
|