JSA
Jacobson & Schmitt Advisors’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,496
| Closed | -$317K | – | 46 |
|
|
2018
Q2 | $317K | Hold |
7,496
| – | – | 0.21% | 41 |
|
|
2018
Q1 | $306K | Hold |
7,496
| – | – | 0.21% | 39 |
|
|
2017
Q4 | $319K | Hold |
7,496
| – | – | 0.22% | 37 |
|
|
2017
Q3 | $312K | Hold |
7,496
| – | – | 0.21% | 40 |
|
|
2017
Q2 | $301K | Hold |
7,496
| – | – | 0.2% | 40 |
|
|
2017
Q1 | $297K | Buy |
+7,496
| New | +$297K | 0.21% | 41 |
|
|
2016
Q4 | – | Sell |
-7,496
| Closed | -$287K | – | 34 |
|
|
2016
Q3 | $287K | Buy |
+7,496
| New | +$287K | 0.23% | 35 |
|