Fortis Capital Advisors’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,743
Closed -$105K 433
2023
Q1
$105K Sell
3,743
-472
-11% -$13.2K 0.06% 173
2022
Q4
$116K Buy
+4,215
New +$116K 0.07% 188