West Paces Advisors’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 |
-972
| Closed | -$35.7K | – | 574 |
|
2024
Q4 | $35.7K | Hold |
972
| – | – | 0.01% | 259 |
|
2024
Q3 | $33.7K | Sell |
972
-100
| -9% | -$3.47K | 0.01% | 263 |
|
2024
Q2 | $30.9K | Hold |
1,072
| – | – | 0.01% | 260 |
|
2024
Q1 | $29.7K | Hold |
1,072
| – | – | 0.01% | 274 |
|
2023
Q4 | $28.5K | Hold |
1,072
| – | – | 0.01% | 273 |
|
2023
Q3 | $26.5K | Hold |
1,072
| – | – | 0.01% | 273 |
|
2023
Q2 | $29.3K | Hold |
1,072
| – | – | 0.01% | 271 |
|
2023
Q1 | $30K | Hold |
1,072
| – | – | 0.01% | 266 |
|
2022
Q4 | $29.4K | Hold |
1,072
| – | – | 0.01% | 260 |
|
2022
Q3 | $27K | Hold |
1,072
| – | – | 0.01% | 254 |
|
2022
Q2 | $31.6K | Buy |
+1,072
| New | +$31.6K | 0.01% | 256 |
|
2018
Q1 | – | Sell |
-56
| Closed | -$1.44K | – | 462 |
|
2017
Q4 | $1.44K | Sell |
56
-55
| -50% | -$1.41K | ﹤0.01% | 461 |
|
2017
Q3 | $2.84K | Hold |
111
| – | – | ﹤0.01% | 424 |
|
2017
Q2 | $2.82K | Hold |
111
| – | – | ﹤0.01% | 429 |
|
2017
Q1 | $2.64K | Sell |
111
-35
| -24% | -$833 | ﹤0.01% | 434 |
|
2016
Q4 | $3.23K | Buy |
+146
| New | +$3.23K | ﹤0.01% | 445 |
|