West Branch Capital’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 | $26.2K | Buy |
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|
2025
Q2 | $24.3K | Buy |
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|
2025
Q1 | $24.1K | Buy |
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|
2024
Q4 | $22.1K | Buy |
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|
2024
Q3 | $13.9K | Hold |
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|
2024
Q2 | $11.5K | Hold |
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|
2024
Q1 | $11.1K | Hold |
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|
2023
Q4 | $10.6K | Sell |
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|
2023
Q3 | $13.8K | Hold |
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|
2023
Q2 | $15.3K | Sell |
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|
2023
Q1 | $25.4K | Hold |
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|
2022
Q4 | $25K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $29K | Sell |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $38K | Buy |
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