First Trust Direct Indexing’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,324
| Closed | -$323K | – | 522 |
|
|
2024
Q3 | $323K | Buy |
+5,324
| New | +$323K | 0.02% | 699 |
|
|
2023
Q3 | – | Sell |
-5,664
| Closed | -$297K | – | 722 |
|
|
2023
Q2 | $297K | Sell |
5,664
-31
| -0.5% | -$1.63K | 0.03% | 548 |
|
|
2023
Q1 | $304K | Sell |
5,695
-488
| -8% | -$26.1K | 0.04% | 535 |
|
|
2022
Q4 | $341K | Buy |
+6,183
| New | +$341K | 0.05% | 473 |
|