PFA
Paradigm Financial Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $463K | Hold |
5,205
| – | – | 0.1% | 123 |
|
|
2021
Q3 | $422K | Hold |
5,205
| – | – | 0.1% | 129 |
|
|
2021
Q2 | $417K | Sell |
5,205
-31
| -0.6% | -$2.48K | 0.09% | 134 |
|
|
2021
Q1 | $426K | Sell |
5,236
-274
| -5% | -$22.3K | 0.1% | 126 |
|
|
2020
Q4 | $430K | Sell |
5,510
-136
| -2% | -$10.6K | 0.12% | 108 |
|
|
2020
Q3 | $446K | Buy |
5,646
+500
| +10% | +$39.5K | 0.13% | 78 |
|
|
2020
Q2 | $362K | Sell |
5,146
-3,183
| -38% | -$224K | 0.12% | 86 |
|
|
2020
Q1 | $607K | Buy |
8,329
+100
| +1% | +$7.29K | 0.23% | 71 |
|
|
2019
Q4 | $632K | Hold |
8,229
| – | – | 0.22% | 71 |
|
|
2019
Q3 | $659K | Hold |
8,229
| – | – | 0.26% | 63 |
|
|
2019
Q2 | $618K | Sell |
8,229
-135
| -2% | -$10.1K | 0.23% | 68 |
|
|
2019
Q1 | $615K | Hold |
8,364
| – | – | 0.23% | 67 |
|
|
2018
Q4 | $546K | Buy |
8,364
+1
| +0% | +$65 | 0.24% | 66 |
|
|
2018
Q3 | $528K | Hold |
8,363
| – | – | 0.21% | 64 |
|
|
2018
Q2 | $508K | Sell |
8,363
-368
| -4% | -$22.4K | 0.22% | 67 |
|
|
2018
Q1 | $494K | Buy |
8,731
+305
| +4% | +$17.3K | 0.22% | 71 |
|
|
2017
Q4 | $497K | Hold |
8,426
| – | – | 0.23% | 66 |
|
|
2017
Q3 | $487K | Sell |
8,426
-1
| -0% | -$58 | 0.24% | 67 |
|
|
2017
Q2 | $461K | Buy |
8,427
+1
| +0% | +$55 | 0.23% | 62 |
|
|
2017
Q1 | $460K | Sell |
8,426
-94
| -1% | -$5.13K | 0.24% | 67 |
|
|
2016
Q4 | $447K | Hold |
8,520
| – | – | 0.24% | 64 |
|
|
2016
Q3 | $419K | Buy |
8,520
+63
| +0.7% | +$3.1K | 0.25% | 61 |
|
|
2016
Q2 | $453K | Buy |
8,457
+600
| +8% | +$32.1K | 0.27% | 58 |
|
|
2016
Q1 | $393K | Buy |
7,857
+9
| +0.1% | +$450 | 0.15% | 62 |
|
|
2015
Q4 | $339K | Sell |
7,848
-232
| -3% | -$10K | 0.21% | 69 |
|
|
2015
Q3 | $341K | Sell |
8,080
-275
| -3% | -$11.6K | 0.22% | 72 |
|
|
2015
Q2 | $314K | Buy |
8,355
+2,063
| +33% | +$77.5K | 0.24% | 76 |
|
|
2015
Q1 | $265K | Buy |
6,292
+674
| +12% | +$28.4K | 0.21% | 76 |
|
|
2014
Q4 | $259K | Buy |
5,618
+10
| +0.2% | +$461 | 0.21% | 74 |
|
|
2014
Q3 | $214K | Sell |
5,608
-196
| -3% | -$7.48K | 0.18% | 78 |
|
|
2014
Q2 | $237K | Sell |
5,804
-45
| -0.8% | -$1.84K | 0.2% | 74 |
|
|
2014
Q1 | $241K | Buy |
5,849
+9
| +0.2% | +$371 | 0.22% | 69 |
|
|
2013
Q4 | $211K | Buy |
+5,840
| New | +$211K | 0.21% | 73 |
|