Carroll Financial Associates’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $35K | Buy |
401
+9
| +2% | +$786 | ﹤0.01% | 817 |
|
|
2021
Q3 | $31K | Buy |
392
+3
| +0.8% | +$237 | ﹤0.01% | 870 |
|
|
2021
Q2 | $31K | Hold |
389
| – | – | ﹤0.01% | 953 |
|
|
2021
Q1 | $31K | Buy |
389
+32
| +9% | +$2.55K | ﹤0.01% | 892 |
|
|
2020
Q4 | $27K | Buy |
357
+55
| +18% | +$4.16K | ﹤0.01% | 844 |
|
|
2020
Q3 | $23K | Hold |
302
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $21K | Buy |
+302
| New | +$21K | ﹤0.01% | 840 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1126 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1118 |
|