HWMA
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Heritage Wealth Management (Arizona)’s Alliant Energy LNT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$88.3K Buy
1,600
+800
+100% +$42.7K 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 +$47.6K 0.01% 474
2021
Q3 		$45K Hold
800
– – 0.02% 457
2021
Q2 		$45K Buy
800
+373
+87% +$21.1K 0.02% 467
2021
Q1 		$23K Buy
+427
New +$21.2K 0.01% 479

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