Shelton Capital Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-21,254
| Closed | -$844K | – | 815 |
|
2016
Q2 | $844K | Hold |
21,254
| – | – | 0.07% | 225 |
|
2016
Q1 | $789K | Hold |
21,254
| – | – | 0.07% | 237 |
|
2015
Q4 | $664K | Sell |
21,254
-12
| -0.1% | -$375 | 0.06% | 256 |
|
2015
Q3 | $622K | Buy |
21,266
+12
| +0.1% | +$351 | 0.07% | 268 |
|
2015
Q2 | $613K | Hold |
21,254
| – | – | 0.06% | 301 |
|
2015
Q1 | $670K | Sell |
21,254
-1,618
| -7% | -$51K | 0.07% | 276 |
|
2014
Q4 | $760K | Sell |
22,872
-1,416
| -6% | -$47.1K | 0.09% | 232 |
|
2014
Q3 | $673K | Hold |
24,288
| – | – | 0.09% | 234 |
|
2014
Q2 | $739K | Hold |
24,288
| – | – | 0.1% | 209 |
|
2014
Q1 | $690K | Hold |
24,288
| – | – | 0.1% | 213 |
|
2013
Q4 | $627K | Sell |
24,288
-728
| -3% | -$18.8K | 0.09% | 231 |
|
2013
Q3 | $620K | Hold |
25,016
| – | – | 0.1% | 217 |
|
2013
Q2 | $631K | Buy |
+25,016
| New | +$631K | 0.12% | 190 |
|