Heritage Wealth Management (Arizona)’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $88.3K | Buy |
1,600
+800
| +100% | +$44.2K | 0.01% | 430 |
|
|
2022
Q3 | $42K | Hold |
800
| – | – | 0.01% | 421 |
|
|
2022
Q2 | $46.9K | Hold |
800
| – | – | 0.02% | 427 |
|
|
2022
Q1 | $50K | Buy |
+800
| New | +$50K | 0.01% | 474 |
|
|
2021
Q3 | $45K | Hold |
800
| – | – | 0.02% | 457 |
|
|
2021
Q2 | $45K | Buy |
800
+373
| +87% | +$21K | 0.02% | 467 |
|
|
2021
Q1 | $23K | Buy |
+427
| New | +$23K | 0.01% | 479 |
|