MPS Loria Financial Planners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-66
| Closed | -$5K | – | 94 |
|
|
2021
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $5K | Buy |
66
+26
| +65% | +$1.97K | ﹤0.01% | 358 |
|
|
2020
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 286 |
|
|
2020
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 293 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$2K | – | 78 |
|
|
2017
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 353 |
|