NWM
Northwest Wealth Management’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
7,181
-132
| -2% | -$7.98K | 0.08% | 114 |
|
|
2025
Q1 | $471K | Sell |
7,313
-36
| -0.5% | -$2.32K | 0.09% | 99 |
|
|
2024
Q4 | $435K | Sell |
7,349
-519
| -7% | -$30.7K | 0.09% | 102 |
|
|
2024
Q3 | $478K | Sell |
7,868
-34
| -0.4% | -$2.06K | 0.11% | 95 |
|
|
2024
Q2 | $402K | Sell |
7,902
-365
| -4% | -$18.6K | 0.1% | 101 |
|
|
2024
Q1 | $417K | Sell |
8,267
-91
| -1% | -$4.59K | 0.11% | 103 |
|
|
2023
Q4 | $429K | Buy |
8,358
+532
| +7% | +$27.3K | 0.13% | 99 |
|
|
2023
Q3 | $379K | Sell |
7,826
-299
| -4% | -$14.5K | 0.14% | 95 |
|
|
2023
Q2 | $426K | Sell |
8,125
-191
| -2% | -$10K | 0.15% | 96 |
|
|
2023
Q1 | $444K | Buy |
8,316
+1,057
| +15% | +$56.4K | 0.17% | 99 |
|
|
2022
Q4 | $401K | Buy |
7,259
+89
| +1% | +$4.91K | 0.17% | 94 |
|
|
2022
Q3 | $380K | Buy |
7,170
+10
| +0.1% | +$530 | 0.17% | 103 |
|
|
2022
Q2 | $420K | Buy |
7,160
+1,612
| +29% | +$94.6K | 0.18% | 99 |
|
|
2022
Q1 | $347K | Buy |
+5,548
| New | +$347K | 0.17% | 102 |
|
|
2021
Q3 | – | Sell |
-4,620
| Closed | -$258K | – | 125 |
|
|
2021
Q2 | $258K | Buy |
+4,620
| New | +$258K | 0.14% | 106 |
|
|
2019
Q2 | – | Sell |
-2,620
| Closed | -$123K | – | 323 |
|
|
2019
Q1 | $123K | Hold |
2,620
| – | – | 0.09% | 141 |
|
|
2018
Q4 | $111K | Hold |
2,620
| – | – | 0.09% | 130 |
|
|
2018
Q3 | $112K | Hold |
2,620
| – | – | 0.08% | 144 |
|
|
2018
Q2 | $111K | Sell |
2,620
-1,534
| -37% | -$65K | 0.08% | 143 |
|
|
2018
Q1 | $170K | Buy |
+4,154
| New | +$170K | 0.13% | 115 |
|