Waverly Advisors’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 | $5.93M | Sell |
|
|||||
|
2025
Q2 | $8.52M | Buy |
|
|||||
|
2025
Q1 | $7.65M | Buy |
|
|||||
|
2024
Q4 | $398K | Sell |
|
|||||
|
2024
Q3 | $402K | Buy |
|
|||||
|
2024
Q2 | $327K | Buy |
|
|||||
|
2024
Q1 | $295K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $5K | Hold |
|
|||||
|
2014
Q2 | $4K | Hold |
|
|||||
|
2014
Q1 | $4K | Sell |
|
|||||
|
2013
Q4 | $5K | Buy |
|