Pathstone Family Office’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $743K | Buy |
+15,332
| New | +$743K | 0.01% | 837 |
|
|
2023
Q2 | – | Sell |
-3,894
| Closed | -$208K | – | 1274 |
|
|
2023
Q1 | $208K | Sell |
3,894
-7,129
| -65% | -$381K | ﹤0.01% | 1071 |
|
|
2022
Q4 | $609K | Sell |
11,023
-6,014
| -35% | -$332K | 0.01% | 1003 |
|
|
2022
Q3 | $902K | Buy |
17,037
+12,950
| +317% | +$685K | 0.01% | 795 |
|
|
2022
Q2 | $240K | Buy |
+4,087
| New | +$240K | 0.01% | 879 |
|
|
2022
Q1 | – | Sell |
-3,496
| Closed | -$214K | – | 989 |
|
|
2021
Q4 | $214K | Buy |
+3,496
| New | +$214K | 0.01% | 819 |
|
|
2021
Q1 | – | Sell |
-1,044
| Closed | -$54K | – | 1027 |
|
|
2020
Q4 | $54K | Buy |
+1,044
| New | +$54K | ﹤0.01% | 497 |
|
|
2019
Q2 | – | Sell |
-157
| Closed | -$7K | – | 780 |
|
|
2019
Q1 | $7K | Hold |
157
| – | – | ﹤0.01% | 554 |
|
|
2018
Q4 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 355 |
|