BerganKDV Wealth Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Sell |
2,600
-539
| -17% | -$28.3K | 0.01% | 264 |
|
|
2023
Q1 | $168K | Buy |
3,139
+513
| +20% | +$27.4K | 0.02% | 247 |
|
|
2022
Q4 | $145K | Sell |
2,626
-36
| -1% | -$1.99K | 0.02% | 263 |
|
|
2022
Q3 | $141K | Buy |
2,662
+1
| +0% | +$53 | 0.02% | 257 |
|
|
2022
Q2 | $156K | Hold |
2,661
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $166K | Sell |
2,661
-311
| -10% | -$19.4K | 0.02% | 257 |
|
|
2021
Q4 | $183K | Hold |
2,972
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $166K | Hold |
2,972
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $166K | Sell |
2,972
-620
| -17% | -$34.6K | 0.02% | 261 |
|
|
2021
Q1 | $195K | Hold |
3,592
| – | – | 0.03% | 240 |
|
|
2020
Q4 | $185K | Hold |
3,592
| – | – | 0.03% | 226 |
|
|
2020
Q3 | $186K | Hold |
3,592
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $172K | Sell |
3,592
-21
| -0.6% | -$1.01K | 0.03% | 231 |
|
|
2020
Q1 | $174K | Hold |
3,613
| – | – | 0.04% | 215 |
|
|
2019
Q4 | $198K | Buy |
3,613
+74
| +2% | +$4.06K | 0.04% | 225 |
|
|
2019
Q3 | $191K | Hold |
3,539
| – | – | 0.04% | 210 |
|
|
2019
Q2 | $174K | Hold |
3,539
| – | – | 0.03% | 220 |
|
|
2019
Q1 | $167K | Hold |
3,539
| – | – | 0.03% | 219 |
|
|
2018
Q4 | $150K | Hold |
3,539
| – | – | 0.04% | 203 |
|
|
2018
Q3 | $151K | Hold |
3,539
| – | – | 0.03% | 220 |
|
|
2018
Q2 | $150K | Buy |
+3,539
| New | +$150K | 0.03% | 218 |
|