J.P. Morgan Private Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $818K | Sell |
10,938
-765
| -7% | -$57.2K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $956K | Sell |
11,703
-454
| -4% | -$37.1K | 0.01% | 774 |
|
|
2023
Q1 | $1.05M | Sell |
12,157
-618
| -5% | -$53.4K | ﹤0.01% | 1140 |
|
|
2022
Q4 | $1.14M | Sell |
12,775
-1,520
| -11% | -$135K | ﹤0.01% | 1088 |
|
|
2022
Q3 | $1.15M | Buy |
14,295
+4,500
| +46% | +$362K | ﹤0.01% | 1068 |
|
|
2022
Q2 | $885K | Hold |
9,795
| – | – | ﹤0.01% | 1198 |
|
|
2022
Q1 | $918K | Buy |
9,795
+213
| +2% | +$20K | ﹤0.01% | 1260 |
|
|
2021
Q4 | $853K | Buy |
9,582
+304
| +3% | +$27.1K | ﹤0.01% | 1325 |
|
|
2021
Q3 | $752K | Buy |
9,278
+722
| +8% | +$58.5K | ﹤0.01% | 1335 |
|
|
2021
Q2 | $685K | Buy |
8,556
+4,599
| +116% | +$368K | ﹤0.01% | 1361 |
|
|
2021
Q1 | $322K | Sell |
3,957
-3,014
| -43% | -$245K | ﹤0.01% | 1498 |
|
|
2020
Q4 | $544K | Buy |
6,971
+1,994
| +40% | +$156K | ﹤0.01% | 1259 |
|
|
2020
Q3 | $394K | Sell |
4,977
-198
| -4% | -$15.7K | ﹤0.01% | 1247 |
|
|
2020
Q2 | $364K | Sell |
5,175
-2,101
| -29% | -$148K | ﹤0.01% | 1232 |
|
|
2020
Q1 | $530K | Buy |
7,276
+965
| +15% | +$70.3K | ﹤0.01% | 913 |
|
|
2019
Q4 | $485K | Buy |
6,311
+396
| +7% | +$30.4K | ﹤0.01% | 1065 |
|
|
2019
Q3 | $473K | Buy |
5,915
+352
| +6% | +$28.1K | ﹤0.01% | 1026 |
|
|
2019
Q2 | $418K | Buy |
5,563
+343
| +7% | +$25.8K | ﹤0.01% | 1045 |
|
|
2019
Q1 | $384K | Buy |
5,220
+130
| +3% | +$9.56K | ﹤0.01% | 1114 |
|
|
2018
Q4 | $332K | Sell |
5,090
-67
| -1% | -$4.37K | ﹤0.01% | 1117 |
|
|
2018
Q3 | $326K | Sell |
5,157
-6,757
| -57% | -$427K | ﹤0.01% | 1250 |
|
|
2018
Q2 | $725K | Buy |
11,914
+247
| +2% | +$15K | ﹤0.01% | 881 |
|
|
2018
Q1 | $661K | Sell |
11,667
-137
| -1% | -$7.76K | ﹤0.01% | 779 |
|
|
2017
Q4 | $696K | Sell |
11,804
-1,437
| -11% | -$84.7K | ﹤0.01% | 765 |
|
|
2017
Q3 | $765K | Sell |
13,241
-2,370
| -15% | -$137K | 0.01% | 705 |
|
|
2017
Q2 | $853K | Buy |
15,611
+1,385
| +10% | +$75.7K | 0.01% | 660 |
|
|
2017
Q1 | $777K | Buy |
14,226
+148
| +1% | +$8.08K | 0.01% | 709 |
|
|
2016
Q4 | $739K | Sell |
14,078
-48
| -0.3% | -$2.52K | 0.01% | 687 |
|
|
2016
Q3 | $694K | Buy |
14,126
+2,717
| +24% | +$133K | 0.01% | 682 |
|
|
2016
Q2 | $611K | Sell |
11,409
-92
| -0.8% | -$4.93K | 0.01% | 719 |
|
|
2016
Q1 | $576K | Buy |
11,501
+44
| +0.4% | +$2.2K | 0.01% | 700 |
|
|
2015
Q4 | $495K | Buy |
11,457
+160
| +1% | +$6.91K | 0.01% | 691 |
|
|
2015
Q3 | $478K | Sell |
11,297
-39
| -0.3% | -$1.65K | 0.01% | 632 |
|
|
2015
Q2 | $427K | Sell |
11,336
-506
| -4% | -$19.1K | ﹤0.01% | 728 |
|
|
2015
Q1 | $500K | Sell |
11,842
-27
| -0.2% | -$1.14K | 0.01% | 727 |
|
|
2014
Q4 | $548K | Buy |
11,869
+561
| +5% | +$25.9K | 0.01% | 678 |
|
|
2014
Q3 | $433K | Buy |
11,308
+201
| +2% | +$7.7K | 0.01% | 737 |
|
|
2014
Q2 | $454K | Sell |
11,107
-826
| -7% | -$33.8K | 0.01% | 593 |
|
|
2014
Q1 | $492K | Buy |
+11,933
| New | +$492K | 0.01% | 567 |
|