IWA
IVC Wealth Advisors’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,603
| Closed | -$234K | – | 169 |
|
|
2024
Q2 | $234K | Sell |
4,603
-230
| -5% | -$11.7K | 0.13% | 146 |
|
|
2024
Q1 | $244K | Sell |
4,833
-273
| -5% | -$13.8K | 0.14% | 143 |
|
|
2023
Q4 | $262K | Sell |
5,106
-18
| -0.4% | -$923 | 0.16% | 122 |
|
|
2023
Q3 | $248K | Buy |
5,124
+22
| +0.4% | +$1.07K | 0.17% | 122 |
|
|
2023
Q2 | $268K | Buy |
5,102
+214
| +4% | +$11.2K | 0.17% | 119 |
|
|
2023
Q1 | $261K | Sell |
4,888
-400
| -8% | -$21.4K | 0.18% | 115 |
|
|
2022
Q4 | $292K | Buy |
5,288
+100
| +2% | +$5.52K | 0.22% | 109 |
|
|
2022
Q3 | $275K | Hold |
5,188
| – | – | 0.22% | 109 |
|
|
2022
Q2 | $304K | Sell |
5,188
-44
| -0.8% | -$2.58K | 0.24% | 106 |
|
|
2022
Q1 | $327K | Sell |
5,232
-7
| -0.1% | -$438 | 0.21% | 106 |
|
|
2021
Q4 | $322K | Buy |
5,239
+350
| +7% | +$21.5K | 0.21% | 106 |
|
|
2021
Q3 | $274K | Hold |
4,889
| – | – | 0.19% | 112 |
|
|
2021
Q2 | $273K | Buy |
4,889
+625
| +15% | +$34.9K | 0.19% | 115 |
|
|
2021
Q1 | $231K | Buy |
4,264
+200
| +5% | +$10.8K | 0.18% | 112 |
|
|
2020
Q4 | $209K | Buy |
+4,064
| New | +$209K | 0.2% | 107 |
|