Arete Wealth Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,936
| Closed | -$217M | – | 696 |
|
|
2022
Q4 | $217M | Sell |
3,936
-128
| -3% | -$7.07M | 0.02% | 540 |
|
|
2022
Q3 | $215K | Buy |
4,064
+4
| +0.1% | +$212 | 0.02% | 505 |
|
|
2022
Q2 | $238K | Buy |
+4,060
| New | +$238K | 0.02% | 385 |
|
|
2022
Q1 | – | Sell |
-4,051
| Closed | -$247K | – | 536 |
|
|
2021
Q4 | $247K | Buy |
+4,051
| New | +$247K | 0.02% | 424 |
|
|
2021
Q2 | – | Sell |
-3,913
| Closed | -$212K | – | 413 |
|
|
2021
Q1 | $212K | Sell |
3,913
-1,250
| -24% | -$67.7K | 0.03% | 386 |
|
|
2020
Q4 | $265K | Hold |
5,163
| – | – | 0.04% | 327 |
|
|
2020
Q3 | $274K | Hold |
5,163
| – | – | 0.04% | 305 |
|
|
2020
Q2 | $247K | Hold |
5,163
| – | – | 0.04% | 319 |
|
|
2020
Q1 | $249K | Sell |
5,163
-4,053
| -44% | -$195K | 0.05% | 273 |
|
|
2019
Q4 | $504K | Buy |
9,216
+4,053
| +79% | +$222K | 0.09% | 231 |
|
|
2019
Q3 | $278K | Hold |
5,163
| – | – | 0.05% | 303 |
|
|
2019
Q2 | $253K | Hold |
5,163
| – | – | 0.05% | 329 |
|
|
2019
Q1 | $243K | Hold |
5,163
| – | – | 0.05% | 323 |
|
|
2018
Q4 | $218K | Hold |
5,163
| – | – | 0.05% | 321 |
|
|
2018
Q3 | $220K | Hold |
5,163
| – | – | 0.05% | 325 |
|
|
2018
Q2 | $218K | Buy |
+5,163
| New | +$218K | 0.05% | 330 |
|