Moisand Fitzgerald Tamayo’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 |
-43
| Closed | -$3.51K | – | 764 |
|
|
2023
Q2 | $3.51K | Hold |
43
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $3.72K | Hold |
43
| – | – | ﹤0.01% | 452 |
|
|
2022
Q4 | $3.82K | Buy |
+43
| New | +$3.82K | ﹤0.01% | 441 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$73K | – | 311 |
|
|
2020
Q1 | $73K | Hold |
1,000
| – | – | 0.05% | 98 |
|
|
2019
Q4 | $77K | Hold |
1,000
| – | – | 0.04% | 105 |
|
|
2019
Q3 | $80K | Sell |
1,000
-1,000
| -50% | -$80K | 0.04% | 103 |
|
|
2019
Q2 | $150K | Hold |
2,000
| – | – | 0.08% | 81 |
|
|
2019
Q1 | $147K | Hold |
2,000
| – | – | 0.08% | 81 |
|
|
2018
Q4 | $130K | Hold |
2,000
| – | – | 0.08% | 84 |
|
|
2018
Q3 | $126K | Hold |
2,000
| – | – | 0.07% | 89 |
|
|
2018
Q2 | $122K | Hold |
2,000
| – | – | 0.07% | 88 |
|
|
2018
Q1 | $113K | Hold |
2,000
| – | – | 0.07% | 92 |
|
|
2017
Q4 | $118K | Hold |
2,000
| – | – | 0.07% | 80 |
|
|
2017
Q3 | $116K | Buy |
+2,000
| New | +$116K | 0.07% | 81 |
|