Heritage Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-410
| Closed | -$33.5K | – | 525 |
|
2023
Q2 | $33.5K | Hold |
410
| – | – | ﹤0.01% | 363 |
|
2023
Q1 | $35.4K | Hold |
410
| – | – | ﹤0.01% | 355 |
|
2022
Q4 | $36.5K | Hold |
410
| – | – | ﹤0.01% | 358 |
|
2022
Q3 | $33K | Hold |
410
| – | – | ﹤0.01% | 337 |
|
2022
Q2 | $37K | Hold |
410
| – | – | ﹤0.01% | 351 |
|
2022
Q1 | $38K | Hold |
410
| – | – | ﹤0.01% | 341 |
|
2021
Q4 | $36K | Hold |
410
| – | – | ﹤0.01% | 356 |
|
2021
Q3 | $33.2K | Hold |
410
| – | – | ﹤0.01% | 355 |
|
2021
Q2 | $32.8K | Hold |
410
| – | – | ﹤0.01% | 361 |
|
2021
Q1 | $33.4K | Hold |
410
| – | – | ﹤0.01% | 371 |
|
2020
Q4 | $32K | Hold |
410
| – | – | ﹤0.01% | 363 |
|
2020
Q3 | $32.4K | Hold |
410
| – | – | ﹤0.01% | 310 |
|
2020
Q2 | $28.8K | Hold |
410
| – | – | ﹤0.01% | 298 |
|
2020
Q1 | $29.9K | Hold |
410
| – | – | 0.01% | 284 |
|
2019
Q4 | $31.5K | Hold |
410
| – | – | ﹤0.01% | 339 |
|
2019
Q3 | $32K | Hold |
410
| – | – | ﹤0.01% | 315 |
|
2019
Q2 | $30.8K | Hold |
410
| – | – | ﹤0.01% | 297 |
|
2019
Q1 | $30.2K | Hold |
410
| – | – | 0.01% | 265 |
|
2018
Q4 | $26K | Hold |
410
| – | – | 0.01% | 241 |
|
2018
Q3 | $25K | Buy |
+410
| New | +$25K | ﹤0.01% | 251 |
|