Hudson Valley Investment Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,631
| Closed | -$421K | – | 217 |
|
|
2022
Q4 | $421K | Hold |
7,631
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $404K | Sell |
7,631
-300
| -4% | -$15.9K | 0.06% | 156 |
|
|
2022
Q2 | $465K | Buy |
7,931
+779
| +11% | +$45.7K | 0.07% | 149 |
|
|
2022
Q1 | $447K | Sell |
7,152
-2,242
| -24% | -$140K | 0.06% | 156 |
|
|
2021
Q4 | $577K | Buy |
9,394
+1,986
| +27% | +$122K | 0.09% | 122 |
|
|
2021
Q3 | $415K | Buy |
+7,408
| New | +$415K | 0.07% | 132 |
|