RDA Financial Network’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,625
| Closed | -$296K | – | 220 |
|
2023
Q2 | $296K | Sell |
3,625
-252
| -6% | -$20.6K | 0.12% | 168 |
|
2023
Q1 | $335K | Sell |
3,877
-620
| -14% | -$53.6K | 0.15% | 143 |
|
2022
Q4 | $400K | Sell |
4,497
-60
| -1% | -$5.34K | 0.2% | 118 |
|
2022
Q3 | $367K | Buy |
4,557
+50
| +1% | +$4.03K | 0.2% | 124 |
|
2022
Q2 | $407K | Hold |
4,507
| – | – | 0.21% | 120 |
|
2022
Q1 | $423K | Sell |
4,507
-275
| -6% | -$25.8K | 0.18% | 128 |
|
2021
Q4 | $426K | Sell |
4,782
-425
| -8% | -$37.9K | 0.17% | 134 |
|
2021
Q3 | $422K | Sell |
5,207
-50
| -1% | -$4.05K | 0.19% | 125 |
|
2021
Q2 | $421K | Buy |
5,257
+219
| +4% | +$17.5K | 0.19% | 128 |
|
2021
Q1 | $410K | Buy |
+5,038
| New | +$410K | 0.18% | 137 |
|