Beaird Harris Wealth Management’s NiSource NI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.6K	Buy	1,328 +400	+43%	+$16.1K	﹤0.01%	241
2025 Q1	$37.2K	Hold	928	–	–	﹤0.01%	249
2024 Q4	$34.1K	Buy	+928	New	+$34.1K	﹤0.01%	264
2022 Q2	–	Sell	-90	Closed	-$3K	–	532
2022 Q1	$3K	Buy	+90	New	+$3K	﹤0.01%	490