Strategic Wealth Partners’s NiSource NI Stock Holding History

Strategic Wealth Partners’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	$45.1K	Buy
2023 Q4	–	Sell
2023 Q3	$1.55M	Sell
2023 Q2	$1.97M	Sell
2023 Q1	$2.05M	Sell
2022 Q4	$2.11M	Buy
2018 Q2	–	Sell
2018 Q1	$5K	Sell
2017 Q4	$13K	Buy