Pure Financial Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,959
| Closed | -$637K | – | 327 |
|
|
2024
Q2 | $637K | Hold |
8,959
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $663K | Buy |
8,959
+7
| +0.1% | +$518 | 0.02% | 169 |
|
|
2023
Q4 | $648K | Buy |
8,952
+989
| +12% | +$71.5K | 0.02% | 170 |
|
|
2023
Q3 | $596K | Buy |
7,963
+26
| +0.3% | +$1.95K | 0.02% | 160 |
|
|
2023
Q2 | $648K | Hold |
7,937
| – | – | 0.03% | 146 |
|
|
2023
Q1 | $686K | Hold |
7,937
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $706K | Sell |
7,937
-137
| -2% | -$12.2K | 0.04% | 136 |
|
|
2022
Q3 | $650K | Buy |
8,074
+22
| +0.3% | +$1.77K | 0.04% | 134 |
|
|
2022
Q2 | $728K | Sell |
8,052
-210
| -3% | -$19K | 0.05% | 127 |
|
|
2022
Q1 | $775K | Hold |
8,262
| – | – | 0.04% | 123 |
|
|
2021
Q4 | $735K | Hold |
8,262
| – | – | 0.04% | 116 |
|
|
2021
Q3 | $669K | Buy |
8,262
+149
| +2% | +$12.1K | 0.05% | 113 |
|
|
2021
Q2 | $649K | Hold |
8,113
| – | – | 0.05% | 116 |
|
|
2021
Q1 | $660K | Buy |
8,113
+210
| +3% | +$17.1K | 0.07% | 106 |
|
|
2020
Q4 | $617K | Hold |
7,903
| – | – | 0.07% | 108 |
|
|
2020
Q3 | $625K | Hold |
7,903
| – | – | 0.09% | 94 |
|
|
2020
Q2 | $556K | Hold |
7,903
| – | – | 0.09% | 89 |
|
|
2020
Q1 | $576K | Hold |
7,903
| – | – | 0.1% | 88 |
|
|
2019
Q4 | $607K | Hold |
7,903
| – | – | 0.1% | 89 |
|
|
2019
Q3 | $633K | Buy |
7,903
+49
| +0.6% | +$3.93K | 0.11% | 82 |
|
|
2019
Q2 | $590K | Buy |
7,854
+50
| +0.6% | +$3.76K | 0.11% | 83 |
|
|
2019
Q1 | $574K | Buy |
7,804
+224
| +3% | +$16.5K | 0.11% | 81 |
|
|
2018
Q4 | $494K | Buy |
7,580
+55
| +0.7% | +$3.58K | 0.1% | 86 |
|
|
2018
Q3 | $476K | Buy |
+7,525
| New | +$476K | 0.1% | 90 |
|
|
2017
Q4 | – | Sell |
-7,296
| Closed | -$422K | – | 6 |
|
|
2017
Q3 | $422K | Buy |
7,296
+58
| +0.8% | +$3.36K | 0.11% | 78 |
|
|
2017
Q2 | $396K | Buy |
7,238
+58
| +0.8% | +$3.17K | 0.11% | 81 |
|
|
2017
Q1 | $392K | Buy |
7,180
+60
| +0.8% | +$3.28K | 0.11% | 76 |
|
|
2016
Q4 | $374K | Buy |
7,120
+62
| +0.9% | +$3.26K | 0.11% | 74 |
|
|
2016
Q3 | $347K | Buy |
7,058
+56
| +0.8% | +$2.75K | 0.11% | 73 |
|
|
2016
Q2 | $375K | Hold |
7,002
| – | – | 0.13% | 67 |
|
|
2016
Q1 | $354K | Buy |
+7,002
| New | +$354K | 0.13% | 68 |
|