Financial Architects (New Jersey)’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,291
| Closed | -$91K | – | 282 |
|
|
2020
Q2 | $91K | Buy |
1,291
+4
| +0.3% | +$290 | 0.02% | 338 |
|
|
2020
Q1 | $94K | Buy |
1,287
+3
| +0.2% | +$238 | 0.03% | 309 |
|
|
2019
Q4 | $99K | Buy |
1,284
+2
| +0.2% | +$152 | 0.02% | 331 |
|
|
2019
Q3 | $103K | Buy |
1,282
+3
| +0.2% | +$230 | 0.02% | 328 |
|
|
2019
Q2 | $96K | Buy |
1,279
+3
| +0.2% | +$221 | 0.02% | 384 |
|
|
2019
Q1 | $94K | Buy |
1,276
+3
| +0.2% | +$209 | 0.02% | 468 |
|
|
2018
Q4 | $83K | Buy |
1,273
+4
| +0.3% | +$267 | 0.02% | 440 |
|
|
2018
Q3 | $80K | Buy |
1,269
+829
| +188% | +$52.2K | 0.01% | 521 |
|
|
2018
Q2 | $27K | Buy |
440
+3
| +0.7% | +$172 | ﹤0.01% | 729 |
|
|
2018
Q1 | $25K | Sell |
437
-126
| -22% | -$6.97K | 0.01% | 816 |
|
|
2017
Q4 | $33K | Buy |
563
+3
| +0.5% | +$184 | 0.01% | 806 |
|
|
2017
Q3 | $32K | Buy |
560
+3
| +0.5% | +$173 | 0.01% | 822 |
|
|
2017
Q2 | $30K | Buy |
557
+265
| +91% | +$14.7K | 0.01% | 839 |
|
|
2017
Q1 | $16K | Sell |
292
-834
| -74% | -$44.6K | ﹤0.01% | 994 |
|
|
2016
Q4 | $59K | Buy |
1,126
+8
| +0.7% | +$397 | 0.01% | 523 |
|
|
2016
Q3 | $55K | Buy |
1,118
+7
| +0.6% | +$357 | 0.01% | 552 |
|
|
2016
Q2 | $60K | Sell |
1,111
-122
| -10% | -$6K | 0.02% | 497 |
|
|
2016
Q1 | $62K | Buy |
+1,233
| New | +$56.9K | 0.02% | 359 |
|
|
2015
Q3 | – | Sell |
-1,205
| Closed | -$45K | – | 217 |
|
|
2015
Q2 | $45K | Buy |
1,205
+9
| +0.8% | +$361 | 0.02% | 457 |
|
|
2015
Q1 | $50K | Buy |
1,196
+8
| +0.7% | +$348 | 0.02% | 401 |
|
|
2014
Q4 | $55K | Sell |
1,188
-812
| -41% | -$34.5K | 0.02% | 332 |
|
|
2014
Q3 | $123K | Buy |
2,000
+830
| +71% | +$32.5K | 0.06% | 194 |
|
|
2014
Q2 | $48K | Buy |
+1,170
| New | +$46.6K | 0.02% | 325 |
|
|
2013
Q4 | – | Sell |
-736
| Closed | -$26K | – | 161 |
|
|
2013
Q3 | $26K | Buy |
736
+8
| +1% | +$277 | 0.02% | 332 |
|
|
2013
Q2 | $25K | Buy |
+728
| New | +$25.4K | 0.02% | 318 |
|
Other funds holding AEE
PAMU
