Wealthspire Advisors (Maryland)’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $572K | Sell |
11,083
-1,156
| -9% | -$59.7K | 0.02% | 243 |
|
2020
Q2 | $586K | Sell |
12,239
-826
| -6% | -$39.5K | 0.04% | 227 |
|
2020
Q1 | $631K | Sell |
13,065
-1,138
| -8% | -$55K | 0.05% | 204 |
|
2019
Q4 | $777K | Sell |
14,203
-2
| -0% | -$109 | 0.05% | 209 |
|
2019
Q3 | $766K | Buy |
14,205
+3,482
| +32% | +$188K | 0.06% | 184 |
|
2019
Q2 | $526K | Sell |
10,723
-514
| -5% | -$25.2K | 0.04% | 245 |
|
2019
Q1 | $530K | Buy |
11,237
+195
| +2% | +$9.2K | 0.04% | 246 |
|
2018
Q4 | $467K | Sell |
11,042
-906
| -8% | -$38.3K | 0.04% | 233 |
|
2018
Q3 | $509K | Hold |
11,948
| – | – | 0.04% | 243 |
|
2018
Q2 | $506K | Sell |
11,948
-19
| -0.2% | -$805 | 0.05% | 234 |
|
2018
Q1 | $489K | Sell |
11,967
-1,306
| -10% | -$53.4K | 0.05% | 249 |
|
2017
Q4 | $566K | Sell |
13,273
-562
| -4% | -$24K | 0.06% | 231 |
|
2017
Q3 | $575K | Buy |
13,835
+118
| +0.9% | +$4.9K | 0.06% | 215 |
|
2017
Q2 | $551K | Sell |
13,717
-5,366
| -28% | -$216K | 0.07% | 211 |
|
2017
Q1 | $756K | Sell |
19,083
-346
| -2% | -$13.7K | 0.11% | 124 |
|
2016
Q4 | $736K | Sell |
19,429
-275
| -1% | -$10.4K | 0.11% | 124 |
|
2016
Q3 | $755K | Buy |
19,704
+158
| +0.8% | +$6.05K | 0.12% | 122 |
|
2016
Q2 | $776K | Buy |
19,546
+200
| +1% | +$7.94K | 0.13% | 120 |
|
2016
Q1 | $719K | Sell |
19,346
-1,600
| -8% | -$59.5K | 0.13% | 117 |
|
2015
Q4 | $654K | Buy |
+20,946
| New | +$654K | 0.12% | 121 |
|