Kelly Financial Services’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$40.8K | – | 768 |
|
|
2023
Q2 | $40.8K | Hold |
500
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $43.2K | Hold |
500
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $44.5K | Hold |
500
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $40.3K | Hold |
500
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $45.2K | Hold |
500
| – | – | 0.02% | 172 |
|
|
2022
Q1 | $46.9K | Hold |
500
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $44.5K | Hold |
500
| – | – | 0.02% | 192 |
|
|
2021
Q3 | $40.5K | Sell |
500
-39,520
| -99% | -$3.2M | 0.02% | 180 |
|
|
2021
Q2 | $500K | Buy |
40,020
+39,520
| +7,904% | +$494K | 0.02% | 178 |
|
|
2021
Q1 | $40.7K | Hold |
500
| – | – | 0.03% | 147 |
|
|
2020
Q4 | $39K | Hold |
500
| – | – | 0.03% | 135 |
|
|
2020
Q3 | $39.5K | Hold |
500
| – | – | 0.03% | 115 |
|
|
2020
Q2 | $35.2K | Hold |
500
| – | – | 0.03% | 116 |
|
|
2020
Q1 | $36.4K | Hold |
500
| – | – | 0.04% | 98 |
|
|
2019
Q4 | $38.4K | Hold |
500
| – | – | 0.03% | 103 |
|
|
2019
Q3 | $40K | Hold |
500
| – | – | 0.04% | 92 |
|
|
2019
Q2 | $37.6K | Hold |
500
| – | – | 0.03% | 99 |
|
|
2019
Q1 | $36.8K | Buy |
+500
| New | +$36.8K | 0.04% | 100 |
|