Shelter Harbor Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-180,000
| Closed | -$9.85M | – | 12 |
|
|
2019
Q4 | $9.85M | Buy |
180,000
+30,000
| +20% | +$1.64M | 5.13% | 8 |
|
|
2019
Q3 | $8.09M | Sell |
150,000
-75,000
| -33% | -$4.05M | 4.09% | 11 |
|
|
2019
Q2 | $11M | Buy |
+225,000
| New | +$11M | 5.54% | 8 |
|
|
2019
Q1 | – | Sell |
-150,000
| Closed | -$6.34M | – | 31 |
|
|
2018
Q4 | $6.34M | Buy |
+150,000
| New | +$6.34M | 3.13% | 15 |
|
|
2018
Q3 | – | Sell |
-125,000
| Closed | -$5.29M | – | 25 |
|
|
2018
Q2 | $5.29M | Buy |
+125,000
| New | +$5.29M | 3.31% | 15 |
|