LMCG Investments’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-37,511
| Closed | -$1.08M | – | 264 |
|
|
2024
Q2 | $1.08M | Sell |
37,511
-235
| -0.6% | -$6.77K | 0.06% | 179 |
|
|
2024
Q1 | $1.04M | Sell |
37,746
-15,291
| -29% | -$423K | 0.06% | 192 |
|
|
2023
Q4 | $1.41M | Hold |
53,037
| – | – | 0.09% | 191 |
|
|
2023
Q3 | $1.31M | Buy |
53,037
+1,121
| +2% | +$27.7K | 0.09% | 186 |
|
|
2023
Q2 | $1.42M | Hold |
51,916
| – | – | 0.09% | 189 |
|
|
2023
Q1 | $1.45M | Buy |
51,916
+1,158
| +2% | +$32.4K | 0.1% | 187 |
|
|
2022
Q4 | $1.39M | Sell |
50,758
-4,948
| -9% | -$136K | 0.1% | 180 |
|
|
2022
Q3 | $1.4M | Sell |
55,706
-123
| -0.2% | -$3.1K | 0.1% | 195 |
|
|
2022
Q2 | $1.65M | Hold |
55,829
| – | – | 0.11% | 185 |
|
|
2022
Q1 | $1.78M | Buy |
+55,829
| New | +$1.78M | 0.1% | 190 |
|