FineMark National Bank & Trust’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 |
-5,550
| Closed | -$235K | – | 375 |
|
|
2018
Q2 | $235K | Hold |
5,550
| – | – | 0.01% | 355 |
|
|
2018
Q1 | $227K | Hold |
5,550
| – | – | 0.01% | 354 |
|
|
2017
Q4 | $236K | Hold |
5,550
| – | – | 0.02% | 329 |
|
|
2017
Q3 | $231K | Sell |
5,550
-2,165
| -28% | -$90.1K | 0.02% | 333 |
|
|
2017
Q2 | $310K | Buy |
7,715
+165
| +2% | +$6.63K | 0.02% | 280 |
|
|
2017
Q1 | $299K | Hold |
7,550
| – | – | 0.02% | 288 |
|
|
2016
Q4 | $286K | Buy |
7,550
+2,000
| +36% | +$75.8K | 0.02% | 287 |
|
|
2016
Q3 | $213K | Sell |
5,550
-2,518
| -31% | -$96.6K | 0.02% | 317 |
|
|
2016
Q2 | $321K | Hold |
8,068
| – | – | 0.04% | 258 |
|
|
2016
Q1 | $300K | Hold |
8,068
| – | – | 0.04% | 257 |
|
|
2015
Q4 | $252K | Sell |
8,068
-344
| -4% | -$10.7K | 0.03% | 288 |
|
|
2015
Q3 | $246K | Buy |
8,412
+7,400
| +731% | +$216K | 0.03% | 298 |
|
|
2015
Q2 | $29K | Hold |
1,012
| – | – | ﹤0.01% | 791 |
|
|
2015
Q1 | $32K | Hold |
1,012
| – | – | ﹤0.01% | 775 |
|
|
2014
Q4 | $34K | Sell |
1,012
-642
| -39% | -$21.6K | 0.01% | 776 |
|
|
2014
Q3 | $46K | Hold |
1,654
| – | – | 0.01% | 649 |
|
|
2014
Q2 | $50K | Sell |
1,654
-400
| -19% | -$12.1K | 0.01% | 636 |
|
|
2014
Q1 | $58K | Hold |
2,054
| – | – | 0.01% | 571 |
|
|
2013
Q4 | $53K | Hold |
2,054
| – | – | 0.01% | 562 |
|
|
2013
Q3 | $51K | Sell |
2,054
-500
| -20% | -$12.4K | 0.01% | 570 |
|
|
2013
Q2 | $64K | Buy |
+2,554
| New | +$64K | 0.02% | 506 |
|