City State Bank’s Adams Resources & Energy Inc. AE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,450
| Closed | -$49K | – | 704 |
|
|
2023
Q3 | $49K | Hold |
1,450
| – | – | 0.03% | 296 |
|
|
2023
Q2 | $51K | Hold |
1,450
| – | – | 0.03% | 294 |
|
|
2023
Q1 | $56K | Hold |
1,450
| – | – | 0.03% | 274 |
|
|
2022
Q4 | $56K | Hold |
1,450
| – | – | 0.03% | 266 |
|
|
2022
Q3 | $43K | Hold |
1,450
| – | – | 0.03% | 275 |
|
|
2022
Q2 | $47K | Sell |
1,450
-200
| -12% | -$6.48K | 0.03% | 277 |
|
|
2022
Q1 | $64K | Hold |
1,650
| – | – | 0.04% | 260 |
|
|
2021
Q4 | $46K | Buy |
+1,650
| New | +$46K | 0.03% | 303 |
|