Laurel Wealth Advisors (California)’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $761K | Buy |
8,558
+2
| +0% | +$168 | 0.08% | 275 |
|
|
2022
Q3 | $690K | Buy |
8,556
+52
| +0.6% | +$4.75K | 0.07% | 284 |
|
|
2022
Q2 | $769K | Buy |
8,504
+1
| +0% | +$93 | 0.08% | 256 |
|
|
2022
Q1 | $798K | Sell |
8,503
-14
| -0.2% | -$1.23K | 0.07% | 292 |
|
|
2021
Q4 | $758K | Buy |
8,517
+261
| +3% | +$22.2K | 0.06% | 333 |
|
|
2021
Q3 | $669K | Sell |
8,256
-262
| -3% | -$22.4K | 0.12% | 193 |
|
|
2021
Q2 | $682K | Buy |
8,518
+2
| +0% | +$167 | 0.09% | 223 |
|
|
2021
Q1 | $693K | Buy |
8,516
+17
| +0.2% | +$1.27K | 0.1% | 202 |
|
|
2020
Q4 | $663K | Buy |
8,499
+1
| +0% | +$80 | 0.1% | 198 |
|
|
2020
Q3 | $672K | Sell |
8,498
-465
| -5% | -$36.5K | 0.11% | 194 |
|
|
2020
Q2 | $631K | Sell |
8,963
-161
| -2% | -$11.7K | 0.12% | 189 |
|
|
2020
Q1 | $664K | Sell |
9,124
-251
| -3% | -$19.9K | 0.15% | 160 |
|
|
2019
Q4 | $720K | Sell |
9,375
-415
| -4% | -$31.5K | 0.12% | 193 |
|
|
2019
Q3 | $784K | Buy |
9,790
+655
| +7% | +$50.3K | 0.13% | 180 |
|
|
2019
Q2 | $686K | Sell |
9,135
-394
| -4% | -$29.1K | 0.15% | 155 |
|
|
2019
Q1 | $701K | Buy |
9,529
+1,032
| +12% | +$71.9K | 0.18% | 141 |
|
|
2018
Q4 | $554K | Sell |
8,497
-1,028
| -11% | -$68.5K | 0.17% | 146 |
|
|
2018
Q3 | $602K | Buy |
9,525
+1,031
| +12% | +$64.9K | 0.15% | 152 |
|
|
2018
Q2 | $516K | Buy |
8,494
+53
| +0.6% | +$3.05K | 0.14% | 170 |
|
|
2018
Q1 | $478K | Buy |
8,441
+2
| +0% | +$111 | 0.15% | 167 |
|
|
2017
Q4 | $497K | Buy |
8,439
+2
| +0% | +$123 | 0.14% | 172 |
|
|
2017
Q3 | $488K | Buy |
8,437
+2
| +0% | +$116 | 0.17% | 149 |
|
|
2017
Q2 | $461K | Buy |
8,435
+2
| +0% | +$111 | 0.17% | 161 |
|
|
2017
Q1 | $460K | Buy |
+8,433
| New | +$451K | 0.18% | 146 |
|
Other funds holding AEE
PAMS