BerganKDV Wealth Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Sell |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $145K | Sell |
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|
2022
Q3 | $141K | Buy |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $166K | Sell |
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|
2021
Q4 | $183K | Hold |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $166K | Sell |
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|
2021
Q1 | $195K | Hold |
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|
2020
Q4 | $185K | Hold |
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|
2020
Q3 | $186K | Hold |
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|
2020
Q2 | $172K | Sell |
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|
2020
Q1 | $174K | Hold |
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|
2019
Q4 | $198K | Buy |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $174K | Hold |
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|
2019
Q1 | $167K | Hold |
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|
2018
Q4 | $150K | Hold |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $150K | Buy |
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