EWM
Evercore Wealth Management’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-400
| Closed | -$17K | – | 605 |
|
|
2017
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 749 |
|
|
2017
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 731 |
|
|
2017
Q2 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 745 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$1K | – | 1017 |
|
|
2016
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 979 |
|
|
2015
Q3 | – | Sell |
-159
| Closed | -$9K | – | 1018 |
|
|
2015
Q2 | $9K | Sell |
159
-171
| -52% | -$9.68K | ﹤0.01% | 928 |
|
|
2015
Q1 | $21K | Buy |
+330
| New | +$21K | ﹤0.01% | 777 |
|
|
2014
Q3 | – | Sell |
-350
| Closed | -$21K | – | 970 |
|
|
2014
Q2 | $21K | Sell |
350
-500
| -59% | -$30K | ﹤0.01% | 728 |
|
|
2014
Q1 | $48K | Buy |
+850
| New | +$48K | ﹤0.01% | 602 |
|