SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $338K | Sell |
6,559
-2,216
| -25% | -$114K | 0.03% | 194 |
|
|
2020
Q3 | $453K | Hold |
8,775
| – | – | 0.04% | 157 |
|
|
2020
Q2 | $420K | Hold |
8,775
| – | – | 0.04% | 153 |
|
|
2020
Q1 | $424K | Sell |
8,775
-220
| -2% | -$10.6K | 0.05% | 152 |
|
|
2019
Q4 | $492K | Sell |
8,995
-3,399
| -27% | -$186K | 0.05% | 150 |
|
|
2019
Q3 | $668K | Buy |
12,394
+404
| +3% | +$21.8K | 0.07% | 132 |
|
|
2019
Q2 | $588K | Buy |
11,990
+6
| +0.1% | +$294 | 0.06% | 140 |
|
|
2019
Q1 | $565K | Sell |
11,984
-393
| -3% | -$18.5K | 0.05% | 146 |
|
|
2018
Q4 | $523K | Buy |
12,377
+3,773
| +44% | +$159K | 0.06% | 147 |
|
|
2018
Q3 | $366K | Buy |
8,604
+7
| +0.1% | +$298 | 0.04% | 174 |
|
|
2018
Q2 | $364K | Sell |
8,597
-2,102
| -20% | -$89K | 0.04% | 169 |
|
|
2018
Q1 | $445K | Buy |
10,699
+1,397
| +15% | +$58.1K | 0.06% | 151 |
|
|
2017
Q4 | $396K | Sell |
9,302
-1,397
| -13% | -$59.5K | 0.05% | 159 |
|
|
2017
Q3 | $445K | Sell |
10,699
-194
| -2% | -$8.07K | 0.06% | 151 |
|
|
2017
Q2 | $438K | Buy |
10,893
+7
| +0.1% | +$281 | 0.06% | 144 |
|
|
2017
Q1 | $431K | Sell |
10,886
-123
| -1% | -$4.87K | 0.06% | 141 |
|
|
2016
Q4 | $417K | Buy |
11,009
+407
| +4% | +$15.4K | 0.06% | 146 |
|
|
2016
Q3 | $406K | Sell |
10,602
-2,954
| -22% | -$113K | 0.06% | 149 |
|
|
2016
Q2 | $538K | Sell |
13,556
-522
| -4% | -$20.7K | 0.09% | 134 |
|
|
2016
Q1 | $523K | Sell |
14,078
-300
| -2% | -$11.1K | 0.09% | 137 |
|
|
2015
Q4 | $449K | Hold |
14,378
| – | – | 0.08% | 160 |
|
|
2015
Q3 | $420K | Sell |
14,378
-1,774
| -11% | -$51.8K | 0.08% | 157 |
|
|
2015
Q2 | $466K | Buy |
16,152
+1,576
| +11% | +$45.5K | 0.09% | 156 |
|
|
2015
Q1 | $459K | Buy |
+14,576
| New | +$459K | 0.08% | 160 |
|