True Wealth Design’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16K | Buy |
128
+13
| +11% | +$524 | ﹤0.01% | 791 |
|
|
2025
Q1 | $4.61K | Buy |
115
+89
| +342% | +$3.57K | ﹤0.01% | 713 |
|
|
2024
Q4 | $956 | Buy |
26
+3
| +13% | +$110 | ﹤0.01% | 953 |
|
|
2024
Q3 | $797 | Buy |
23
+3
| +15% | +$104 | ﹤0.01% | 1016 |
|
|
2024
Q2 | $577 | Buy |
20
+3
| +18% | +$87 | ﹤0.01% | 629 |
|
|
2024
Q1 | $471 | Buy |
17
+7
| +70% | +$194 | ﹤0.01% | 638 |
|
|
2023
Q4 | $266 | Hold |
10
| – | – | ﹤0.01% | 632 |
|
|
2023
Q3 | $247 | Hold |
10
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $274 | Sell |
10
-40
| -80% | -$1.1K | ﹤0.01% | 605 |
|
|
2023
Q1 | $1.4K | Buy |
50
+40
| +400% | +$1.12K | ﹤0.01% | 363 |
|
|
2022
Q4 | $274 | Buy |
+10
| New | +$274 | ﹤0.01% | 603 |
|