Jackson Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,938
| Closed | -$1.52M | – | 86 |
|
|
2021
Q2 | $1.52M | Sell |
18,938
-718
| -4% | -$57.5K | 0.19% | 91 |
|
|
2021
Q1 | $1.6M | Sell |
19,656
-430
| -2% | -$35K | 0.24% | 89 |
|
|
2020
Q4 | $1.57M | Buy |
20,086
+2,682
| +15% | +$209K | 0.21% | 93 |
|
|
2020
Q3 | $1.38M | Buy |
17,404
+1,506
| +9% | +$119K | 0.21% | 88 |
|
|
2020
Q2 | $1.12M | Buy |
15,898
+4,140
| +35% | +$291K | 0.2% | 93 |
|
|
2020
Q1 | $830K | Buy |
+11,758
| New | +$830K | 0.17% | 81 |
|