Integrated Wealth Concepts’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
|
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|
2025
Q1 | $565K | Buy |
|
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|
2024
Q4 | $514K | Buy |
|
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|
2024
Q3 | $476K | Buy |
|
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|
2024
Q2 | $388K | Buy |
|
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|
2024
Q1 | $341K | Sell |
|
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|
2023
Q4 | $358K | Buy |
|
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|
2023
Q3 | $319K | Buy |
|
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|
2023
Q2 | $311K | Sell |
|
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|
2023
Q1 | $332K | Buy |
|
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|
2022
Q4 | $310K | Buy |
|
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|
2022
Q3 | $258K | Sell |
|
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|
2022
Q2 | $302K | Sell |
|
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|
2022
Q1 | $366K | Sell |
|
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|
2021
Q4 | $321K | Sell |
|
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|
2021
Q3 | $282K | Buy |
|