Archford Capital Strategies’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-496
| Closed | -$24K | – | 390 |
|
|
2019
Q2 | $24K | Hold |
496
| – | – | 0.01% | 331 |
|
|
2019
Q1 | $23K | Hold |
496
| – | – | 0.01% | 321 |
|
|
2018
Q4 | $21K | Sell |
496
-969
| -66% | -$41K | 0.01% | 315 |
|
|
2018
Q3 | $62K | Hold |
1,465
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $62K | Hold |
1,465
| – | – | 0.02% | 282 |
|
|
2018
Q1 | $62K | Buy |
+1,465
| New | +$62K | 0.03% | 193 |
|
|
2017
Q2 | – | Sell |
-2,284
| Closed | -$90K | – | 435 |
|
|
2017
Q1 | $90K | Buy |
+2,284
| New | +$90K | 0.03% | 249 |
|
|
2016
Q4 | – | Sell |
-2,284
| Closed | -$87K | – | 706 |
|
|
2016
Q3 | $87K | Hold |
2,284
| – | – | 0.04% | 223 |
|
|
2016
Q2 | $91K | Buy |
+2,284
| New | +$91K | 0.05% | 207 |
|
|
2016
Q1 | – | Sell |
-2,084
| Closed | -$66K | – | 413 |
|
|
2015
Q4 | $66K | Buy |
2,084
+1,638
| +367% | +$51.9K | 0.03% | 240 |
|
|
2015
Q3 | $13K | Buy |
446
+150
| +51% | +$4.37K | 0.01% | 313 |
|
|
2015
Q2 | $9K | Hold |
296
| – | – | 0.01% | 333 |
|
|
2015
Q1 | $9.32K | Hold |
296
| – | – | 0.01% | 346 |
|
|
2014
Q4 | $10K | Hold |
296
| – | – | 0.01% | 342 |
|
|
2014
Q3 | $8K | Hold |
296
| – | – | 0.01% | 374 |
|
|
2014
Q2 | $9.01K | Hold |
296
| – | – | 0.01% | 421 |
|
|
2014
Q1 | $8.41K | Buy |
+296
| New | +$8.41K | 0.01% | 455 |
|