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Mowery & Schoenfeld Wealth Management’s NiSource NI Stock Holding History

Mowery & Schoenfeld 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 		$2.6K Hold
64
– – ﹤0.01% 320
2025
Q1 		$2.58K Sell
64
-9
-12% -$363 0.01% 377
2024
Q4 		$2.68K Buy
+73
New +$2.68K 0.01% 369