Next Financial Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $116K | Sell |
1,303
-2,866
| -69% | -$255K | 0.01% | 1093 |
|
|
2021
Q3 | $337K | Buy |
4,169
+465
| +13% | +$37.6K | 0.03% | 620 |
|
|
2021
Q2 | $296K | Buy |
3,704
+756
| +26% | +$60.4K | 0.02% | 686 |
|
|
2021
Q1 | $240K | Buy |
2,948
+694
| +31% | +$56.5K | 0.02% | 702 |
|
|
2020
Q4 | $176K | Buy |
2,254
+885
| +65% | +$69.1K | 0.02% | 755 |
|
|
2020
Q3 | $109K | Buy |
+1,369
| New | +$109K | 0.01% | 827 |
|
|
2020
Q2 | – | Sell |
-687
| Closed | -$50K | – | 610 |
|
|
2020
Q1 | $50K | Buy |
687
+437
| +175% | +$31.8K | 0.01% | 993 |
|
|
2019
Q4 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 1532 |
|
|
2019
Q1 | – | Sell |
-515
| Closed | -$34K | – | 1622 |
|
|
2018
Q4 | $34K | Buy |
+515
| New | +$34K | 0.01% | 914 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$7K | – | 2364 |
|
|
2016
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1794 |
|
|
2016
Q2 | $8K | Sell |
150
-148
| -50% | -$7.89K | ﹤0.01% | 1257 |
|
|
2016
Q1 | $14K | Sell |
298
-1,600
| -84% | -$75.2K | ﹤0.01% | 1049 |
|
|
2015
Q4 | $82K | Buy |
1,898
+150
| +9% | +$6.48K | 0.03% | 480 |
|
|
2015
Q3 | $73K | Buy |
1,748
+748
| +75% | +$31.2K | 0.03% | 525 |
|
|
2015
Q2 | $37K | Hold |
1,000
| – | – | 0.01% | 774 |
|
|
2015
Q1 | $42K | Hold |
1,000
| – | – | 0.01% | 726 |
|
|
2014
Q4 | $46K | Sell |
1,000
-210
| -17% | -$9.66K | 0.02% | 678 |
|
|
2014
Q3 | $46K | Hold |
1,210
| – | – | 0.01% | 981 |
|
|
2014
Q2 | $46K | Buy |
+1,210
| New | +$46K | 0.02% | 361 |
|