Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-300
| Closed | -$13K | – | 593 |
|
|
2018
Q3 | $13K | Hold |
300
| – | – | 0.01% | 234 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | 0.01% | 231 |
|
|
2018
Q1 | $12K | Hold |
300
| – | – | 0.01% | 245 |
|
|
2017
Q4 | $13K | Hold |
300
| – | – | 0.01% | 268 |
|
|
2017
Q3 | $12K | Hold |
300
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $12K | Hold |
300
| – | – | 0.01% | 259 |
|
|
2017
Q1 | $12K | Sell |
300
-404
| -57% | -$16.2K | 0.01% | 260 |
|
|
2016
Q4 | $27K | Buy |
+704
| New | +$27K | 0.01% | 198 |
|