Integrated Wealth Concepts’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
8,366
-5,730
| -41% | -$231K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $565K | Buy |
14,096
+109
| +0.8% | +$4.37K | 0.01% | 1088 |
|
|
2024
Q4 | $514K | Buy |
13,987
+256
| +2% | +$9.41K | 0.01% | 1111 |
|
|
2024
Q3 | $476K | Buy |
13,731
+267
| +2% | +$9.25K | 0.01% | 1106 |
|
|
2024
Q2 | $388K | Buy |
13,464
+1,140
| +9% | +$32.8K | 0.01% | 1165 |
|
|
2024
Q1 | $341K | Sell |
12,324
-1,164
| -9% | -$32.2K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $358K | Buy |
13,488
+582
| +5% | +$15.5K | 0.01% | 1165 |
|
|
2023
Q3 | $319K | Buy |
12,906
+1,543
| +14% | +$38.1K | 0.01% | 1200 |
|
|
2023
Q2 | $311K | Sell |
11,363
-496
| -4% | -$13.6K | 0.01% | 1202 |
|
|
2023
Q1 | $332K | Buy |
11,859
+552
| +5% | +$15.5K | 0.01% | 1013 |
|
|
2022
Q4 | $310K | Buy |
11,307
+1,084
| +11% | +$29.7K | 0.01% | 810 |
|
|
2022
Q3 | $258K | Sell |
10,223
-2
| -0% | -$50 | 0.01% | 786 |
|
|
2022
Q2 | $302K | Sell |
10,225
-1,292
| -11% | -$38.2K | 0.01% | 758 |
|
|
2022
Q1 | $366K | Sell |
11,517
-119
| -1% | -$3.78K | 0.01% | 670 |
|
|
2021
Q4 | $321K | Sell |
11,636
-19
| -0.2% | -$524 | 0.01% | 745 |
|
|
2021
Q3 | $282K | Buy |
+11,655
| New | +$282K | 0.01% | 764 |
|