YorkBridge Wealth Partners’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-965
| Closed | -$47K | – | 452 |
|
|
2019
Q2 | $47K | Hold |
965
| – | – | 0.02% | 375 |
|
|
2019
Q1 | $45K | Hold |
965
| – | – | 0.02% | 369 |
|
|
2018
Q4 | $41K | Hold |
965
| – | – | 0.02% | 350 |
|
|
2018
Q3 | $41K | Hold |
965
| – | – | 0.02% | 380 |
|
|
2018
Q2 | $41K | Hold |
965
| – | – | 0.02% | 385 |
|
|
2018
Q1 | $39K | Hold |
965
| – | – | 0.02% | 394 |
|
|
2017
Q4 | $37K | Hold |
965
| – | – | 0.02% | 403 |
|
|
2017
Q3 | $40K | Sell |
965
-235
| -20% | -$9.74K | 0.02% | 403 |
|
|
2017
Q2 | $48K | Hold |
1,200
| – | – | 0.03% | 380 |
|
|
2017
Q1 | $47K | Buy |
+1,200
| New | +$47K | 0.02% | 379 |
|