WealthPLAN Partners’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-958
| Closed | -$50.3K | – | 771 |
|
|
2023
Q2 | $50.3K | Sell |
958
-33
| -3% | -$1.73K | 0.01% | 509 |
|
|
2023
Q1 | $52.9K | Buy |
+991
| New | +$52.9K | 0.01% | 542 |
|
|
2017
Q2 | – | Sell |
-184
| Closed | -$7.36K | – | 327 |
|
|
2017
Q1 | $7.36K | Buy |
+184
| New | +$7.36K | 0.03% | 306 |
|
|
2016
Q3 | $52.1K | Sell |
1,411
-1,508
| -52% | -$55.7K | 0.02% | 327 |
|
|
2016
Q2 | $57.5K | Buy |
+2,919
| New | +$57.5K | 0.01% | 845 |
|
|
2015
Q4 | $52.4K | Buy |
+5,028
| New | +$52.4K | 0.01% | 606 |
|
|
2015
Q2 | $47K | Sell |
1,614
-2,836
| -64% | -$82.6K | 0.02% | 179 |
|
|
2015
Q1 | $143K | Buy |
+4,450
| New | +$143K | 0.07% | 138 |
|