KWM
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Kingsview Wealth Management’s NiSource NI Stock Holding History

Kingsview Wealth Management’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 		$387K Buy
9,593
+570
+6% +$23K 0.01% 861
2025
Q1 		$362K Sell
9,023
-99
-1% -$3.97K 0.01% 827
2024
Q4 		$335K Sell
9,122
-265
-3% -$9.74K 0.01% 853
2024
Q3 		$325K Buy
+9,387
New +$325K 0.01% 861