White Knight Strategic Wealth 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 |
-13,290
| Closed | -$489K | – | 97 |
|
|
2024
Q4 | $489K | Buy |
13,290
+6,545
| +97% | +$241K | 0.2% | 77 |
|
|
2024
Q3 | $234K | Sell |
6,745
-3,125
| -32% | -$108K | 0.21% | 74 |
|
|
2024
Q2 | $284K | Sell |
9,870
-80
| -0.8% | -$2.31K | 0.28% | 62 |
|
|
2024
Q1 | $275K | Buy |
9,950
+770
| +8% | +$21.3K | 0.29% | 60 |
|
|
2023
Q4 | $244K | Buy |
+9,180
| New | +$244K | 0.28% | 64 |
|