Loring Wolcott & Coolidge Fiduciary Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-435
| Closed | -$21K | – | 602 |
|
|
2020
Q2 | $21K | Hold |
435
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $21K | Hold |
435
| – | – | ﹤0.01% | 459 |
|
|
2019
Q4 | $24K | Hold |
435
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $23K | Buy |
+435
| New | +$23K | ﹤0.01% | 508 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | – | – | 819 |
|
|
2017
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 856 |
|