Gradient Investments’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-211
| Closed | -$15.3K | – | 1244 |
|
|
2023
Q4 | $15.3K | Hold |
211
| – | – | ﹤0.01% | 755 |
|
|
2023
Q3 | $15.8K | Hold |
211
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $17.2K | Buy |
211
+27
| +15% | +$2.21K | ﹤0.01% | 717 |
|
|
2023
Q1 | $15.9K | Hold |
184
| – | – | ﹤0.01% | 717 |
|
|
2022
Q4 | $16.4K | Sell |
184
-110
| -37% | -$9.78K | ﹤0.01% | 727 |
|
|
2022
Q3 | $24K | Hold |
294
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $27K | Hold |
294
| – | – | ﹤0.01% | 579 |
|
|
2022
Q1 | $28K | Buy |
294
+100
| +52% | +$9.52K | ﹤0.01% | 581 |
|
|
2021
Q4 | $17K | Hold |
194
| – | – | ﹤0.01% | 683 |
|
|
2021
Q3 | $16K | Hold |
194
| – | – | ﹤0.01% | 677 |
|
|
2021
Q2 | $16K | Hold |
194
| – | – | ﹤0.01% | 671 |
|
|
2021
Q1 | $16K | Buy |
194
+66
| +52% | +$5.44K | ﹤0.01% | 656 |
|
|
2020
Q4 | $10K | Hold |
128
| – | – | ﹤0.01% | 685 |
|
|
2020
Q3 | $10K | Hold |
128
| – | – | ﹤0.01% | 689 |
|
|
2020
Q2 | $9K | Sell |
128
-394
| -75% | -$27.7K | ﹤0.01% | 654 |
|
|
2020
Q1 | $38K | Hold |
522
| – | – | ﹤0.01% | 391 |
|
|
2019
Q4 | $40K | Buy |
522
+438
| +521% | +$33.6K | ﹤0.01% | 440 |
|
|
2019
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 727 |
|
|
2019
Q2 | $6K | Sell |
84
-495
| -85% | -$35.4K | ﹤0.01% | 737 |
|
|
2019
Q1 | $43K | Sell |
579
-250
| -30% | -$18.6K | ﹤0.01% | 351 |
|
|
2018
Q4 | $54K | Hold |
829
| – | – | ﹤0.01% | 330 |
|
|
2018
Q3 | $52K | Hold |
829
| – | – | ﹤0.01% | 353 |
|
|
2018
Q2 | $50K | Buy |
829
+495
| +148% | +$29.9K | ﹤0.01% | 336 |
|
|
2018
Q1 | $19K | Hold |
334
| – | – | ﹤0.01% | 479 |
|
|
2017
Q4 | $20K | Buy |
+334
| New | +$20K | ﹤0.01% | 468 |
|
|
2017
Q3 | – | Sell |
-84
| Closed | -$5K | – | 237 |
|
|
2017
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 562 |
|
|
2017
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 601 |
|
|
2016
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 569 |
|
|
2014
Q1 | – | Sell |
-1,092
| Closed | -$39K | – | 523 |
|
|
2013
Q4 | $39K | Buy |
+1,092
| New | +$39K | 0.01% | 244 |
|