Patriot Financial Group Insurance Agency’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-68
| Closed | -$6K | – | 434 |
|
|
2022
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 1405 |
|
|
2022
Q1 | $6K | Hold |
68
| – | – | ﹤0.01% | 1529 |
|
|
2021
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q2 | $5K | Hold |
68
| – | – | ﹤0.01% | 1623 |
|
|
2021
Q1 | $6K | Sell |
68
-201
| -75% | -$17.7K | ﹤0.01% | 1491 |
|
|
2020
Q4 | $21K | Hold |
269
| – | – | 0.01% | 947 |
|
|
2020
Q3 | $21K | Hold |
269
| – | – | 0.01% | 775 |
|
|
2020
Q2 | $19K | Sell |
269
-18
| -6% | -$1.27K | 0.01% | 753 |
|
|
2020
Q1 | $21K | Buy |
+287
| New | +$21K | 0.01% | 646 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 1289 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1171 |
|