LWMI
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Legacy Wealth Management (Idaho)’s NiSource NI Stock Holding History

Legacy Wealth Management (Idaho)’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 		$52.2K Hold
1,293
– – 0.03% 154
2025
Q1 		$51.8K Hold
1,293
– – 0.04% 135
2024
Q4 		$49K Hold
1,293
– – 0.03% 121
2024
Q3 		$46.9K Buy
+1,293
New +$46.9K 0.03% 121