Charter Oak Capital Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-561
| Closed | -$33K | – | 560 |
|
|
2022
Q2 | $33K | Buy |
561
+4
| +0.7% | +$235 | ﹤0.01% | 396 |
|
|
2022
Q1 | $35K | Buy |
557
+4
| +0.7% | +$251 | ﹤0.01% | 413 |
|
|
2021
Q4 | $34K | Buy |
553
+4
| +0.7% | +$246 | ﹤0.01% | 416 |
|
|
2021
Q3 | $31K | Buy |
549
+4
| +0.7% | +$226 | ﹤0.01% | 392 |
|
|
2021
Q2 | $30K | Sell |
545
-95
| -15% | -$5.23K | ﹤0.01% | 389 |
|
|
2021
Q1 | $35K | Buy |
640
+5
| +0.8% | +$273 | ﹤0.01% | 360 |
|
|
2020
Q4 | $33K | Buy |
+635
| New | +$33K | 0.01% | 354 |
|