Sutton Wealth Advisors’s NiSource NI Stock Holding History

Sutton Wealth Advisors’s Portfolio NI Stock Details NI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$113K	Hold
2023 Q2	$125K	Hold
2023 Q1	$128K	Sell
2022 Q4	$142K	Hold
2022 Q3	$130K	Hold
2022 Q2	$153K	Hold
2022 Q1	$164K	Hold
2021 Q4	$143K	Sell
2021 Q3	$155K	Hold
2021 Q2	$157K	Hold
2021 Q1	$154K	Hold
2020 Q4	$147K	Hold
2020 Q3	$141K	Hold
2020 Q2	$146K	Buy
2020 Q1	$157K	Hold
2019 Q4	$175K	Hold
2019 Q3	$188K	Hold
2019 Q2	$181K	Hold
2019 Q1	$180K	Hold
2018 Q4	$159K	Hold
2018 Q3	$156K	Sell
2018 Q2	$195K	Hold
2018 Q1	$178K	Buy
2017 Q4	$181K	Hold
2017 Q3	$180K	Hold
2017 Q2	$179K	Buy
2017 Q1	$14.4K	Hold
2016 Q4	$13.4K	Sell
2016 Q3	$14.9K	Hold
2016 Q2	$16.4K	Hold
2016 Q1	$14.6K	Buy