Tyler-Stone 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
Q1 | – | Sell |
-26,722
| Closed | -$982K | – | 330 |
|
|
2024
Q4 | $982K | Sell |
26,722
-2,600
| -9% | -$95.6K | 0.17% | 109 |
|
|
2024
Q3 | $1.02M | Buy |
29,322
+14,611
| +99% | +$506K | 0.19% | 101 |
|
|
2024
Q2 | $424K | Sell |
14,711
-400
| -3% | -$11.5K | 0.17% | 112 |
|
|
2024
Q1 | $418K | Buy |
15,111
+3,263
| +28% | +$90.3K | 0.19% | 111 |
|
|
2023
Q4 | $315K | Buy |
11,848
+7,100
| +150% | +$189K | 0.16% | 124 |
|
|
2023
Q3 | $117K | Buy |
4,748
+100
| +2% | +$2.46K | 0.07% | 230 |
|
|
2023
Q2 | $127K | Buy |
+4,648
| New | +$127K | 0.07% | 220 |
|
|
2022
Q4 | $111K | Sell |
4,047
-300
| -7% | -$8.23K | 0.08% | 222 |
|
|
2022
Q3 | $109K | Buy |
4,347
+1
| +0% | +$25 | 0.08% | 211 |
|
|
2022
Q2 | $128K | Sell |
4,346
-1,110
| -20% | -$32.7K | 0.09% | 204 |
|
|
2022
Q1 | $174K | Buy |
5,456
+1,185
| +28% | +$37.8K | 0.1% | 188 |
|
|
2021
Q4 | $118K | Buy |
+4,271
| New | +$118K | 0.06% | 249 |
|