SWG
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Summit Wealth Group’s NiSource NI Stock Holding History

Summit Wealth Group’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-160
Closed -$4K – 163
2021
Q2 		$4K Hold
160
– – 0.01% 141
2021
Q1 		$4K Buy
+160
New +$4K 0.01% 132