Clear Perspective Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-502
| Closed | -$21K | – | 309 |
|
|
2018
Q2 | $21K | Sell |
502
-225
| -31% | -$9.41K | 0.01% | 314 |
|
|
2018
Q1 | $30K | Hold |
727
| – | – | 0.02% | 273 |
|
|
2017
Q4 | $31K | Buy |
727
+60
| +9% | +$2.56K | 0.02% | 261 |
|
|
2017
Q3 | $28K | Buy |
667
+65
| +11% | +$2.73K | 0.02% | 264 |
|
|
2017
Q2 | $24K | Hold |
602
| – | – | 0.02% | 279 |
|
|
2017
Q1 | $24K | Hold |
602
| – | – | 0.02% | 261 |
|
|
2016
Q4 | $23K | Buy |
+602
| New | +$23K | 0.02% | 256 |
|