Diversify Advisory Services’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-28,193
Closed -$815K 663
2024
Q2
$815K Buy
28,193
+1,929
+7% +$55.8K 0.04% 285
2024
Q1
$722K Buy
+26,264
New +$722K 0.04% 325