MSWM
Mowery & Schoenfeld Wealth Management’s Alliant Energy LNT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $60.7K | Hold |
1,004
| – | – | 0.09% | 109 |
|
2025
Q1 | $64.6K | Sell |
1,004
-42
| -4% | -$2.7K | 0.13% | 115 |
|
2024
Q4 | $61.9K | Buy |
1,046
+42
| +4% | +$2.48K | 0.12% | 102 |
|
2024
Q3 | $60.9K | Hold |
1,004
| – | – | 0.1% | 88 |
|
2024
Q2 | $51.1K | Hold |
1,004
| – | – | 0.07% | 96 |
|
2024
Q1 | $50.6K | Hold |
1,004
| – | – | 0.1% | 74 |
|
2023
Q4 | $51.5K | Buy |
+1,004
| New | +$51.5K | 0.1% | 71 |
|