Valued Wealth Advisors’s NiSource NI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$390	Hold
2025 Q2	$364	Hold
2025 Q1	$361	Hold
2024 Q4	$331	Hold
2024 Q3	$312	Hold
2024 Q2	$260	Hold
2024 Q1	$249	Hold
2023 Q4	$223	Buy