Axxcess Wealth Management’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,925
Closed -$252K 610
2022
Q1
$252K Sell
7,925
-34
-0.4% -$1.08K 0.02% 518
2021
Q4
$220K Buy
+7,959
New +$220K 0.02% 563