Glassman Wealth Services’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-921
| Closed | -$47.2K | – | 1095 |
|
|
2023
Q4 | $47.2K | Sell |
921
-38
| -4% | -$1.95K | 0.01% | 465 |
|
|
2023
Q3 | $46.5K | Buy |
959
+528
| +123% | +$25.6K | 0.01% | 439 |
|
|
2023
Q2 | $22.6K | Hold |
431
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $23K | Sell |
431
-435
| -50% | -$23.2K | ﹤0.01% | 603 |
|
|
2022
Q4 | $47.8K | Buy |
866
+183
| +27% | +$10.1K | 0.01% | 435 |
|
|
2022
Q3 | $36K | Sell |
683
-2
| -0.3% | -$105 | 0.01% | 460 |
|
|
2022
Q2 | $40K | Buy |
685
+28
| +4% | +$1.64K | 0.01% | 443 |
|
|
2022
Q1 | $41K | Buy |
657
+433
| +193% | +$27K | 0.01% | 449 |
|
|
2021
Q4 | $14K | Sell |
224
-397
| -64% | -$24.8K | ﹤0.01% | 703 |
|
|
2021
Q3 | $35K | Buy |
621
+15
| +2% | +$845 | 0.01% | 434 |
|
|
2021
Q2 | $34K | Buy |
606
+24
| +4% | +$1.35K | 0.01% | 433 |
|
|
2021
Q1 | $32K | Buy |
582
+6
| +1% | +$330 | 0.01% | 416 |
|
|
2020
Q4 | $30K | Buy |
576
+6
| +1% | +$312 | 0.01% | 427 |
|
|
2020
Q3 | $29K | Buy |
570
+3
| +0.5% | +$153 | 0.01% | 380 |
|
|
2020
Q2 | $27K | Buy |
567
+134
| +31% | +$6.38K | 0.01% | 339 |
|
|
2020
Q1 | $21K | Sell |
433
-8
| -2% | -$388 | 0.01% | 335 |
|
|
2019
Q4 | $24K | Buy |
441
+20
| +5% | +$1.09K | 0.01% | 351 |
|
|
2019
Q3 | $23K | Hold |
421
| – | – | 0.01% | 340 |
|
|
2019
Q2 | $21K | Buy |
421
+9
| +2% | +$449 | 0.01% | 362 |
|
|
2019
Q1 | $19K | Hold |
412
| – | – | 0.01% | 364 |
|
|
2018
Q4 | $17K | Hold |
412
| – | – | 0.01% | 318 |
|
|
2018
Q3 | $18K | Hold |
412
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $17K | Buy |
412
+12
| +3% | +$495 | 0.01% | 319 |
|
|
2018
Q1 | $16K | Sell |
400
-100
| -20% | -$4K | 0.01% | 316 |
|
|
2017
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 245 |
|
|
2016
Q4 | – | Sell |
-11
| Closed | – | – | 679 |
|
|
2016
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 544 |
|