JWM
Janiczek Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.53K | Hold |
120
| – | – | ﹤0.01% | 681 |
|
|
2024
Q1 | $8.88K | Sell |
120
-11
| -8% | -$814 | ﹤0.01% | 699 |
|
|
2023
Q4 | $9.48K | Sell |
131
-219
| -63% | -$15.8K | ﹤0.01% | 670 |
|
|
2023
Q3 | $26.2K | Buy |
350
+240
| +218% | +$18K | 0.01% | 481 |
|
|
2023
Q2 | $8.98K | Sell |
110
-28
| -20% | -$2.29K | ﹤0.01% | 582 |
|
|
2023
Q1 | $12.3K | Hold |
138
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $12.4K | Buy |
138
+87
| +171% | +$7.81K | ﹤0.01% | 524 |
|
|
2022
Q3 | $4K | Buy |
51
+36
| +240% | +$2.82K | ﹤0.01% | 672 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 815 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 810 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 866 |
|
|
2021
Q3 | $1K | Sell |
15
-18
| -55% | -$1.2K | ﹤0.01% | 848 |
|
|
2021
Q2 | $3K | Buy |
33
+22
| +200% | +$2K | ﹤0.01% | 710 |
|
|
2021
Q1 | $1K | Sell |
11
-22
| -67% | -$2K | ﹤0.01% | 764 |
|
|
2020
Q4 | $3K | Buy |
33
+7
| +27% | +$636 | ﹤0.01% | 639 |
|
|
2020
Q3 | $2K | Sell |
26
-7
| -21% | -$538 | ﹤0.01% | 490 |
|
|
2020
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 262 |
|
|
2019
Q4 | – | Sell |
-206
| Closed | -$16K | – | 153 |
|
|
2019
Q3 | $16K | Hold |
206
| – | – | 0.01% | 99 |
|
|
2019
Q2 | $15K | Hold |
206
| – | – | 0.01% | 121 |
|
|
2019
Q1 | $15K | Buy |
+206
| New | +$15K | 0.01% | 103 |
|