Kore Private Wealth’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,715
| Closed | -$120K | – | 287 |
|
|
2020
Q2 | $120K | Hold |
1,715
| – | – | 0.02% | 313 |
|
|
2020
Q1 | $125K | Buy |
1,715
+515
| +43% | +$37.5K | 0.03% | 276 |
|
|
2019
Q4 | $92K | Buy |
+1,200
| New | +$92K | 0.02% | 379 |
|
|
2019
Q2 | – | Sell |
-35
| Closed | -$3K | – | 238 |
|
|
2019
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 812 |
|