LTI
NIMC
Laffer Tengler Investments’s NiSource Inc. Series A Corporate Units NIMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,296
| Closed | -$3.15M | – | 434 |
|
|
2023
Q3 | $3.15M | Sell |
32,296
-1,339
| -4% | -$130K | 0.93% | 42 |
|
|
2023
Q2 | $3.41M | Sell |
33,635
-1,455
| -4% | -$147K | 0.9% | 39 |
|
|
2023
Q1 | $3.66M | Sell |
35,090
-375
| -1% | -$39.1K | 0.99% | 29 |
|
|
2022
Q4 | $3.69M | Buy |
35,465
+7,090
| +25% | +$738K | 1.06% | 25 |
|
|
2022
Q3 | $2.84M | Sell |
28,375
-1,075
| -4% | -$108K | 1.04% | 30 |
|
|
2022
Q2 | $3.33M | Sell |
29,450
-45
| -0.2% | -$5.09K | 1.17% | 13 |
|
|
2022
Q1 | $3.53M | Buy |
29,495
+100
| +0.3% | +$12K | 1.06% | 19 |
|
|
2021
Q4 | $3.29M | Sell |
29,395
-250
| -0.8% | -$28K | 0.95% | 29 |
|
|
2021
Q3 | $3.05M | Buy |
+29,645
| New | +$3.05M | 0.88% | 34 |
|