Palumbo Wealth Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,090
| Closed | -$806K | – | 107 |
|
|
2023
Q1 | $806K | Sell |
15,090
-930
| -6% | -$49.7K | 0.54% | 45 |
|
|
2022
Q4 | $884K | Buy |
16,020
+590
| +4% | +$32.6K | 0.7% | 37 |
|
|
2022
Q3 | $818K | Buy |
15,430
+387
| +3% | +$20.5K | 0.69% | 34 |
|
|
2022
Q2 | $882K | Buy |
15,043
+660
| +5% | +$38.7K | 0.7% | 30 |
|
|
2022
Q1 | $898K | Buy |
14,383
+398
| +3% | +$24.8K | 0.58% | 44 |
|
|
2021
Q4 | $860K | Buy |
13,985
+1,143
| +9% | +$70.3K | 0.54% | 41 |
|
|
2021
Q3 | $719K | Sell |
12,842
-130
| -1% | -$7.28K | 0.47% | 49 |
|
|
2021
Q2 | $723K | Buy |
12,972
+1,041
| +9% | +$58K | 0.49% | 54 |
|
|
2021
Q1 | $646K | Buy |
11,931
+1,164
| +11% | +$63K | 0.49% | 56 |
|
|
2020
Q4 | $555K | Buy |
+10,767
| New | +$555K | 0.45% | 57 |
|