JWCA
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J.W. Cole Advisors’s NiSource NI Stock Holding History

J.W. Cole Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Buy
8,001
+390
+5% +$15.7K 0.01% 1110
2025
Q1 		$305K Buy
+7,611
New +$305K 0.01% 952