TD Private Client Wealth’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
41,481
+3,209
| +8% | +$129K | 0.04% | 270 |
|
|
2025
Q1 | $1.53M | Buy |
38,272
+28,685
| +299% | +$1.15M | 0.04% | 271 |
|
|
2024
Q4 | $352K | Sell |
9,587
-76,379
| -89% | -$2.81M | 0.01% | 504 |
|
|
2024
Q3 | $2.98M | Buy |
85,966
+8,919
| +12% | +$309K | 0.09% | 180 |
|
|
2024
Q2 | $2.22M | Buy |
77,047
+10,833
| +16% | +$312K | 0.07% | 217 |
|
|
2024
Q1 | $1.83M | Sell |
66,214
-1,790
| -3% | -$49.5K | 0.06% | 253 |
|
|
2023
Q4 | $1.81M | Buy |
68,004
+3,736
| +6% | +$99.2K | 0.07% | 237 |
|
|
2023
Q3 | $1.59M | Buy |
64,268
+623
| +1% | +$15.4K | 0.07% | 246 |
|
|
2023
Q2 | $1.74M | Buy |
63,645
+396
| +0.6% | +$10.8K | 0.08% | 242 |
|
|
2023
Q1 | $1.77M | Buy |
63,249
+2,559
| +4% | +$71.6K | 0.08% | 243 |
|
|
2022
Q4 | $1.66M | Sell |
60,690
-2,040
| -3% | -$55.9K | 0.08% | 246 |
|
|
2022
Q3 | $1.58M | Sell |
62,730
-1,389
| -2% | -$35K | 0.08% | 235 |
|
|
2022
Q2 | $1.89M | Sell |
64,119
-3,937
| -6% | -$116K | 0.09% | 217 |
|
|
2022
Q1 | $2.16M | Sell |
68,056
-5,230
| -7% | -$166K | 0.09% | 221 |
|
|
2021
Q4 | $2.02M | Buy |
73,286
+57,230
| +356% | +$1.58M | 0.08% | 234 |
|
|
2021
Q3 | $389K | Sell |
16,056
-424
| -3% | -$10.3K | 0.02% | 436 |
|
|
2021
Q2 | $404K | Buy |
16,480
+192
| +1% | +$4.7K | 0.02% | 434 |
|
|
2021
Q1 | $393K | Sell |
16,288
-4,522
| -22% | -$109K | 0.02% | 425 |
|
|
2020
Q4 | $477K | Buy |
20,810
+9,390
| +82% | +$215K | 0.02% | 385 |
|
|
2020
Q3 | $251K | Sell |
11,420
-70
| -0.6% | -$1.54K | 0.01% | 435 |
|
|
2020
Q2 | $261K | Sell |
11,490
-393
| -3% | -$8.94K | 0.02% | 423 |
|
|
2020
Q1 | $297K | Buy |
11,883
+11,262
| +1,814% | +$281K | 0.02% | 381 |
|
|
2019
Q4 | $17.3K | Buy |
+621
| New | +$17.3K | ﹤0.01% | 715 |
|