Empirical 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
2021
Q4
Sell
-6,145
Closed -$344K 527
2021
Q3
$344K Sell
6,145
-5,110
-45% -$286K 0.02% 360
2021
Q2
$628K Buy
11,255
+2,803
+33% +$156K 0.04% 256
2021
Q1
$458K Buy
8,452
+360
+4% +$19.5K 0.04% 261
2020
Q4
$417K Buy
+8,092
New +$417K 0.03% 269