Institutional & Family Asset Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,050
| Closed | -$59K | – | 865 |
|
|
2021
Q3 | $59K | Hold |
1,050
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $59K | Buy |
1,050
+225
| +27% | +$12.6K | 0.01% | 307 |
|
|
2021
Q1 | $45K | Buy |
825
+725
| +725% | +$39.5K | 0.01% | 369 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 645 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$19K | – | 878 |
|
|
2020
Q1 | $19K | Sell |
400
-1,225
| -75% | -$58.2K | ﹤0.01% | 374 |
|
|
2019
Q4 | $89K | Buy |
+1,625
| New | +$89K | 0.02% | 257 |
|