Perigon Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-140
| Closed | -$8K | – | 237 |
|
|
2018
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 525 |
|
|
2017
Q4 | $8K | Hold |
140
| – | – | ﹤0.01% | 502 |
|
|
2017
Q3 | $8K | Hold |
140
| – | – | ﹤0.01% | 523 |
|
|
2017
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 505 |
|
|
2017
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 538 |
|
|
2016
Q4 | $8K | Hold |
140
| – | – | ﹤0.01% | 582 |
|
|
2016
Q3 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 514 |
|