GoalVest Advisory’s NiSource NI Stock Holding History

GoalVest Advisory’s Portfolio NI Stock Details NI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$23.8K	Hold
2025 Q3	$24.7K	Hold
2025 Q2	$23K	Buy
2025 Q1	$160	Buy
2024 Q1	–	Sell
2023 Q4	$7.7K	Buy
2023 Q3	$740	Buy