High Net Worth Advisory Group’s NiSource NI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,266
Closed -$34.7K 439
2022
Q4
$34.7K Hold
1,266
0.01% 376
2022
Q3
$32K Hold
1,266
0.01% 402
2022
Q2
$37K Hold
1,266
0.02% 366
2022
Q1
$40K Hold
1,266
0.01% 370
2021
Q4
$35K Buy
+1,266
New +$35K 0.01% 386