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Whipplewood Advisors’s NiSource NI Stock Holding History

Whipplewood Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.42K Buy
184
+17
+10% +$686 ﹤0.01% 617
2025
Q1 		$7.1K Buy
167
+2
+1% +$85 ﹤0.01% 627
2024
Q4 		$6.07K Buy
+165
New +$6.07K ﹤0.01% 652