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SYSTM Wealth Solutions’s NiSource NI Stock Holding History

SYSTM Wealth Solutions’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-623
Closed -$17.9K – 447
2024
Q2 		$17.9K Sell
623
-1,157
-65% -$33.3K ﹤0.01% 388
2024
Q1 		$49.2K Buy
1,780
+11
+0.6% +$304 0.01% 574
2023
Q4 		$47K Buy
+1,769
New +$47K 0.01% 597