Avantax Planning Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,639
| Closed | -$104K | – | 286 |
|
|
2018
Q3 | $104K | Buy |
+1,639
| New | +$104K | 0.01% | 339 |
|
|
2018
Q2 | – | Sell |
-1,639
| Closed | -$93K | – | 252 |
|
|
2018
Q1 | $93K | Buy |
+1,639
| New | +$93K | 0.01% | 416 |
|
|
2017
Q1 | – | Sell |
-5,792
| Closed | -$304K | – | 326 |
|
|
2016
Q4 | $304K | Buy |
+5,792
| New | +$304K | 0.03% | 224 |
|