Mosaic Family Wealth’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,237
| Closed | -$153K | – | 415 |
|
|
2019
Q1 | $153K | Hold |
3,237
| – | – | 0.06% | 177 |
|
|
2018
Q4 | $137K | Hold |
3,237
| – | – | 0.06% | 186 |
|
|
2018
Q3 | $146K | Sell |
3,237
-200
| -6% | -$9.02K | 0.06% | 182 |
|
|
2018
Q2 | $145K | Hold |
3,437
| – | – | 0.05% | 190 |
|
|
2018
Q1 | $140K | Hold |
3,437
| – | – | 0.05% | 197 |
|
|
2017
Q4 | $146K | Hold |
3,437
| – | – | 0.05% | 199 |
|
|
2017
Q3 | $143K | Buy |
3,437
+200
| +6% | +$8.32K | 0.06% | 225 |
|
|
2017
Q2 | $130K | Buy |
3,237
+25
| +0.8% | +$1K | 0.05% | 227 |
|
|
2017
Q1 | $127K | Buy |
3,212
+27
| +0.8% | +$1.07K | 0.05% | 234 |
|
|
2016
Q4 | $121K | Buy |
3,185
+26
| +0.8% | +$988 | 0.06% | 235 |
|
|
2016
Q3 | $121K | Buy |
3,159
+23
| +0.7% | +$881 | 0.06% | 232 |
|
|
2016
Q2 | $125K | Buy |
3,136
+26
| +0.8% | +$1.04K | 0.06% | 208 |
|
|
2016
Q1 | $115K | Sell |
3,110
-358
| -10% | -$13.2K | 0.06% | 208 |
|
|
2015
Q4 | $108K | Buy |
+3,468
| New | +$108K | 0.05% | 213 |
|