Berman Capital Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $187K | Buy |
3,367
+1,106
| +49% | +$61.4K | 0.03% | 280 |
|
|
2021
Q2 | $125K | Buy |
2,261
+180
| +9% | +$9.95K | 0.02% | 324 |
|
|
2021
Q1 | $111K | Buy |
2,081
+985
| +90% | +$52.5K | 0.02% | 279 |
|
|
2020
Q4 | $56K | Sell |
1,096
-24
| -2% | -$1.23K | 0.01% | 381 |
|
|
2020
Q3 | $57K | Buy |
1,120
+7
| +0.6% | +$356 | 0.02% | 315 |
|
|
2020
Q2 | $53K | Buy |
1,113
+58
| +5% | +$2.76K | 0.01% | 312 |
|
|
2020
Q1 | $50K | Buy |
1,055
+45
| +4% | +$2.13K | 0.02% | 294 |
|
|
2019
Q4 | $55K | Buy |
1,010
+3
| +0.3% | +$163 | 0.02% | 308 |
|
|
2019
Q3 | $54K | Buy |
1,007
+2
| +0.2% | +$107 | 0.02% | 289 |
|
|
2019
Q2 | $49K | Buy |
1,005
+128
| +15% | +$6.24K | 0.02% | 307 |
|
|
2019
Q1 | $41K | Buy |
877
+639
| +268% | +$29.9K | 0.01% | 306 |
|
|
2018
Q4 | $9K | Buy |
+238
| New | +$9K | ﹤0.01% | 529 |
|