SVA Wealth Management’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-11,167
Closed -$200K 208
2015
Q2
$200K Sell
11,167
-1,339
-11% -$24K 0.04% 200
2015
Q1
$217K Hold
12,506
0.04% 198
2014
Q4
$208K Buy
+12,506
New +$208K 0.08% 175