ICA Group Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $70.5K | Hold |
992
| – | – | 0.04% | 206 |
|
2024
Q1 | $73.4K | Sell |
992
-220
| -18% | -$16.3K | 0.01% | 473 |
|
2023
Q4 | $87.7K | Buy |
+1,212
| New | +$87.7K | 0.02% | 385 |
|
2023
Q3 | – | Sell |
-1,327
| Closed | -$108K | – | 251 |
|
2023
Q2 | $108K | Sell |
1,327
-25
| -2% | -$2.04K | 0.03% | 320 |
|
2023
Q1 | $117K | Buy |
1,352
+79
| +6% | +$6.83K | 0.03% | 317 |
|
2022
Q4 | $111K | Buy |
+1,273
| New | +$111K | 0.03% | 345 |
|
2022
Q3 | – | Sell |
-2,070
| Closed | -$201K | – | 360 |
|
2022
Q2 | $201K | Sell |
2,070
-248
| -11% | -$24.1K | 0.04% | 366 |
|
2022
Q1 | $216K | Buy |
+2,318
| New | +$216K | 0.04% | 349 |
|