WR Wealth Planners’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $160K | Buy |
2,705
+78
| +3% | +$4.61K | 0.05% | 177 |
|
|
2024
Q3 | $159K | Buy |
2,627
+392
| +18% | +$23.8K | 0.04% | 214 |
|
|
2024
Q2 | $114K | Buy |
2,235
+19
| +0.9% | +$967 | 0.03% | 231 |
|
|
2024
Q1 | $112K | Buy |
+2,216
| New | +$112K | 0.03% | 240 |
|
|
2023
Q4 | – | Sell |
-2,124
| Closed | -$103K | – | 568 |
|
|
2023
Q3 | $103K | Sell |
2,124
-224
| -10% | -$10.9K | 0.04% | 228 |
|
|
2023
Q2 | $123K | Buy |
2,348
+64
| +3% | +$3.36K | 0.05% | 217 |
|
|
2023
Q1 | $122K | Buy |
+2,284
| New | +$122K | 0.05% | 221 |
|