Crewe Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-261
| Closed | -$22.8K | – | 649 |
|
|
2024
Q3 | $22.8K | Hold |
261
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $18.6K | Sell |
261
-34
| -12% | -$2.42K | ﹤0.01% | 564 |
|
|
2024
Q1 | $21.8K | Buy |
+295
| New | +$21.8K | ﹤0.01% | 479 |
|
|
2023
Q1 | – | Sell |
-59
| Closed | -$5.25K | – | 815 |
|
|
2022
Q4 | $5.25K | Sell |
59
-2
| -3% | -$178 | ﹤0.01% | 659 |
|
|
2022
Q3 | $5K | Buy |
61
+2
| +3% | +$164 | ﹤0.01% | 833 |
|
|
2022
Q2 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 740 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | -$1K | – | 445 |
|
|
2020
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 551 |
|
|
2018
Q2 | – | Sell |
-420
| Closed | -$24K | – | 254 |
|
|
2018
Q1 | $24K | Buy |
+420
| New | +$24K | 0.02% | 171 |
|