Strategic Wealth Partners’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,310
| Closed | -$265K | – | 279 |
|
|
2021
Q4 | $265K | Buy |
+4,310
| New | +$265K | 0.05% | 241 |
|
|
2019
Q4 | – | Sell |
-84
| Closed | -$4 | – | 343 |
|
|
2019
Q3 | $4 | Hold |
84
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $4K | Sell |
84
-301
| -78% | -$14.3K | ﹤0.01% | 662 |
|
|
2019
Q1 | $18K | Hold |
385
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $16K | Hold |
385
| – | – | 0.01% | 374 |
|
|
2018
Q3 | $16K | Sell |
385
-56
| -13% | -$2.33K | 0.01% | 371 |
|
|
2018
Q2 | $19K | Sell |
441
-5,959
| -93% | -$257K | 0.01% | 420 |
|
|
2018
Q1 | $262K | Sell |
6,400
-1,470
| -19% | -$60.2K | 0.14% | 137 |
|
|
2017
Q4 | $348K | Buy |
+7,870
| New | +$348K | 0.19% | 123 |
|