Cerity Partners OCIO’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,500
| Closed | -$777K | – | 253 |
|
|
2016
Q4 | $777K | Buy |
20,500
+12
| +0.1% | +$455 | 0.07% | 140 |
|
|
2016
Q3 | $785K | Buy |
20,488
+3,140
| +18% | +$120K | 0.07% | 127 |
|
|
2016
Q2 | $691K | Buy |
17,348
+2,762
| +19% | +$110K | 0.07% | 129 |
|
|
2016
Q1 | $542K | Buy |
+14,586
| New | +$542K | 0.06% | 140 |
|