Destiny Wealth Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,331
| Closed | -$268K | – | 677 |
|
|
2022
Q3 | $268K | Buy |
3,331
+864
| +35% | +$69.5K | 0.06% | 153 |
|
|
2022
Q2 | $223K | Buy |
2,467
+1,384
| +128% | +$125K | 0.05% | 156 |
|
|
2022
Q1 | $102K | Buy |
1,083
+425
| +65% | +$40K | 0.02% | 234 |
|
|
2021
Q4 | $59K | Buy |
658
+61
| +10% | +$5.47K | 0.01% | 299 |
|
|
2021
Q3 | $48K | Buy |
+597
| New | +$48K | 0.01% | 301 |
|
|
2021
Q2 | – | Sell |
-450
| Closed | -$37K | – | 189 |
|
|
2021
Q1 | $37K | Sell |
450
-2,884
| -87% | -$237K | 0.01% | 303 |
|
|
2020
Q4 | $260K | Buy |
+3,334
| New | +$260K | 0.05% | 183 |
|