Heritage Wealth Advisors’s NiSource NI Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$99.2K	Buy
2020 Q1	–	Sell
2019 Q4	$529	Buy
2019 Q3	–	Sell
2019 Q2	$1.47K	Hold
2019 Q1	$1.46K	Buy
2018 Q4	$1K	Hold
2018 Q3	$1K	Buy