Liberty Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-40
| Closed | -$3K | – | 181 |
|
|
2021
Q3 | $3K | Buy |
40
+10
| +33% | +$750 | ﹤0.01% | 1002 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 893 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 795 |
|
|
2020
Q4 | $2K | Buy |
30
+10
| +50% | +$667 | ﹤0.01% | 791 |
|
|
2020
Q3 | $2K | Sell |
20
-13
| -39% | -$1.3K | ﹤0.01% | 739 |
|
|
2020
Q2 | $2K | Buy |
33
+6
| +22% | +$364 | ﹤0.01% | 724 |
|
|
2020
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 710 |
|
|
2019
Q4 | $2K | Sell |
27
-2
| -7% | -$148 | ﹤0.01% | 756 |
|
|
2019
Q3 | $2K | Sell |
29
-4
| -12% | -$276 | ﹤0.01% | 725 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 620 |
|
|
2018
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 664 |
|