Forum Financial Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,739
| Closed | -$237K | – | 661 |
|
|
2023
Q1 | $237K | Buy |
2,739
+319
| +13% | +$27.6K | 0.01% | 483 |
|
|
2022
Q4 | $215K | Buy |
+2,420
| New | +$215K | 0.01% | 527 |
|
|
2022
Q3 | – | Sell |
-2,920
| Closed | -$264K | – | 547 |
|
|
2022
Q2 | $264K | Hold |
2,920
| – | – | 0.01% | 402 |
|
|
2022
Q1 | $273K | Hold |
2,920
| – | – | 0.01% | 438 |
|
|
2021
Q4 | $260K | Buy |
+2,920
| New | +$260K | 0.01% | 482 |
|