Transform Wealth’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,200
| Closed | -$252K | – | 250 |
|
|
2023
Q3 | $252K | Sell |
5,200
-5,203
| -50% | -$252K | 0.03% | 217 |
|
|
2023
Q2 | $546K | Buy |
10,403
+3
| +0% | +$157 | 0.05% | 172 |
|
|
2023
Q1 | $555K | Buy |
10,400
+5,200
| +100% | +$278K | 0.05% | 168 |
|
|
2022
Q4 | $287K | Buy |
+5,200
| New | +$287K | 0.03% | 193 |
|
|
2017
Q2 | – | Sell |
-20,451
| Closed | -$810K | – | 100 |
|
|
2017
Q1 | $810K | Sell |
20,451
-817
| -4% | -$32.4K | 0.3% | 117 |
|
|
2016
Q4 | $806K | Buy |
21,268
+525
| +3% | +$19.9K | 0.32% | 109 |
|
|
2016
Q3 | $795K | Sell |
20,743
-315
| -1% | -$12.1K | 0.34% | 94 |
|
|
2016
Q2 | $836K | Buy |
+21,058
| New | +$836K | 0.35% | 101 |
|