CIBC Private Wealth Group’s NiSource NI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
9,695
+4,203
| +77% | +$170K | ﹤0.01% | 895 |
|
|
2025
Q1 | $204K | Buy |
5,492
+187
| +4% | +$6.94K | ﹤0.01% | 1077 |
|
|
2024
Q4 | $193K | Sell |
5,305
-1,051
| -17% | -$38.3K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $220K | Buy |
6,356
+1,140
| +22% | +$39.5K | ﹤0.01% | 1136 |
|
|
2024
Q2 | $149K | Sell |
5,216
-4,450
| -46% | -$127K | ﹤0.01% | 1230 |
|
|
2024
Q1 | $266K | Buy |
+9,666
| New | +$266K | ﹤0.01% | 1014 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$1K | – | 1099 |
|
|
2022
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1244 |
|
|
2018
Q3 | – | Sell |
-1,633
| Closed | -$43K | – | 1446 |
|
|
2018
Q2 | $43K | Buy |
1,633
+3
| +0.2% | +$79 | ﹤0.01% | 1204 |
|
|
2018
Q1 | $39K | Buy |
1,630
+3
| +0.2% | +$72 | ﹤0.01% | 1221 |
|
|
2017
Q4 | $42K | Buy |
+1,627
| New | +$42K | ﹤0.01% | 1224 |
|
|
2015
Q2 | – | Sell |
-25,773
| Closed | -$447K | – | 622 |
|
|
2015
Q1 | $447K | Sell |
25,773
-2,079
| -7% | -$36.1K | ﹤0.01% | 564 |
|
|
2014
Q4 | $464K | Sell |
27,852
-1,283,749
| -98% | -$21.4M | ﹤0.01% | 549 |
|
|
2014
Q3 | $21.1M | Buy |
1,311,601
+291,743
| +29% | +$4.7M | 0.17% | 124 |
|
|
2014
Q2 | $15.8M | Buy |
+1,019,858
| New | +$15.8M | 0.13% | 145 |
|