Johnson Financial Group Inc (Wisconsin)’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$2.99K | – | 918 |
|
|
2023
Q3 | $2.99K | Sell |
40
-2,363
| -98% | -$177K | ﹤0.01% | 589 |
|
|
2023
Q2 | $196K | Hold |
2,403
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $208K | Buy |
+2,403
| New | +$208K | 0.01% | 266 |
|
|
2022
Q3 | – | Sell |
-431
| Closed | -$39K | – | 635 |
|
|
2022
Q2 | $39K | Hold |
431
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $40K | Hold |
431
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $38K | Buy |
+431
| New | +$38K | ﹤0.01% | 490 |
|
|
2019
Q3 | – | Sell |
-310
| Closed | -$23K | – | 550 |
|
|
2019
Q2 | $23K | Hold |
310
| – | – | ﹤0.01% | 391 |
|
|
2019
Q1 | $23K | Hold |
310
| – | – | ﹤0.01% | 378 |
|
|
2018
Q4 | $20K | Buy |
310
+2
| +0.6% | +$129 | ﹤0.01% | 384 |
|
|
2018
Q3 | $19K | Sell |
308
-689
| -69% | -$42.5K | ﹤0.01% | 404 |
|
|
2018
Q2 | $61K | Sell |
997
-197
| -16% | -$12.1K | 0.01% | 315 |
|
|
2018
Q1 | $68K | Buy |
1,194
+219
| +22% | +$12.5K | 0.01% | 313 |
|
|
2017
Q4 | $58K | Hold |
975
| – | – | 0.01% | 346 |
|
|
2017
Q3 | $56K | Sell |
975
-177
| -15% | -$10.2K | 0.01% | 340 |
|
|
2017
Q2 | $63K | Hold |
1,152
| – | – | 0.01% | 336 |
|
|
2017
Q1 | $63K | Hold |
1,152
| – | – | 0.01% | 372 |
|
|
2016
Q4 | $60K | Buy |
1,152
+375
| +48% | +$19.5K | 0.01% | 380 |
|
|
2016
Q3 | $38K | Sell |
777
-820
| -51% | -$40.1K | 0.01% | 426 |
|
|
2016
Q2 | $86K | Buy |
1,597
+1,285
| +412% | +$69.2K | 0.01% | 374 |
|
|
2016
Q1 | $16K | Buy |
312
+180
| +136% | +$9.23K | ﹤0.01% | 545 |
|
|
2015
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 668 |
|
|
2015
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 690 |
|
|
2015
Q2 | $5K | Hold |
132
| – | – | ﹤0.01% | 742 |
|
|
2015
Q1 | $6K | Buy |
132
+100
| +313% | +$4.55K | ﹤0.01% | 719 |
|
|
2014
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 769 |
|
|
2014
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 725 |
|
|
2013
Q4 | – | Sell |
-105
| Closed | -$4K | – | 689 |
|
|
2013
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 622 |
|
|
2013
Q2 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 631 |
|