SW
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Simplicity Wealth’s NiSource NI Stock Holding History

Simplicity Wealth’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,023
Closed -$519K – 962
2024
Q2 		$519K Sell
18,023
-1,043
-5% -$30K 0.01% 744
2024
Q1 		$527K Buy
+19,066
New +$527K 0.01% 715