Westover Capital Advisors’s NiSource NI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,040	Closed	-$203K	–	248
2024 Q2	$203K	Hold	7,040	–	–	0.05%	207
2024 Q1	$195K	Sell	7,040 -1,490	-17%	-$41.2K	0.06%	183
2023 Q4	$226K	Sell	8,530 -74,647	-90%	-$1.98M	0.07%	163
2023 Q3	$2.05M	Buy	+83,177	New	+$2.05M	0.74%	36