Ruedi Wealth Management’s NiSource NI Stock Holding History

Ruedi Wealth Management’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$842	Hold
2024 Q4	$772	Hold
2024 Q3	$728	Sell
2024 Q2	$778	Buy
2024 Q1	$581	Hold
2023 Q4	$558	Hold
2023 Q3	$518	Hold
2023 Q2	$574	Hold
2023 Q1	$587	Hold
2022 Q4	$576	Buy