Sutton Wealth Advisors’s NiSource NI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$113K	Hold	4,567	–	–	0.06%	155
2023 Q2	$125K	Hold	4,567	–	–	0.06%	149
2023 Q1	$128K	Sell	4,567 -605	-12%	-$16.9K	0.07%	139
2022 Q4	$142K	Hold	5,172	–	–	0.05%	209
2022 Q3	$130K	Hold	5,172	–	–	0.05%	217
2022 Q2	$153K	Hold	5,172	–	–	0.06%	193
2022 Q1	$164K	Hold	5,172	–	–	0.06%	195
2021 Q4	$143K	Sell	5,172 -1,229	-19%	-$33.9K	0.05%	216
2021 Q3	$155K	Hold	6,401	–	–	0.06%	200
2021 Q2	$157K	Hold	6,401	–	–	0.06%	204
2021 Q1	$154K	Hold	6,401	–	–	0.06%	198
2020 Q4	$147K	Hold	6,401	–	–	0.06%	189
2020 Q3	$141K	Hold	6,401	–	–	0.07%	178
2020 Q2	$146K	Buy	6,401 +130	+2%	+$2.96K	0.08%	169
2020 Q1	$157K	Hold	6,271	–	–	0.1%	151
2019 Q4	$175K	Hold	6,271	–	–	0.09%	165
2019 Q3	$188K	Hold	6,271	–	–	0.1%	154
2019 Q2	$181K	Hold	6,271	–	–	0.1%	153
2019 Q1	$180K	Hold	6,271	–	–	0.1%	151
2018 Q4	$159K	Hold	6,271	–	–	0.1%	150
2018 Q3	$156K	Sell	6,271 -1,157	-16%	-$28.8K	0.1%	150
2018 Q2	$195K	Hold	7,428	–	–	0.14%	125
2018 Q1	$178K	Buy	7,428 +382	+5%	+$9.13K	0.13%	134
2017 Q4	$181K	Hold	7,046	–	–	0.13%	140
2017 Q3	$180K	Hold	7,046	–	–	0.14%	126
2017 Q2	$179K	Buy	7,046 +6,441	+1,065%	+$163K	0.14%	127
2017 Q1	$14.4K	Hold	605	–	–	0.01%	623
2016 Q4	$13.4K	Sell	605 -15	-2%	-$332	0.01%	615
2016 Q3	$14.9K	Hold	620	–	–	0.01%	544
2016 Q2	$16.4K	Hold	620	–	–	0.02%	498
2016 Q1	$14.6K	Buy	+620	New	+$14.6K	0.01%	517