Regal Investment Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,400
| Closed | -$101K | – | 276 |
|
|
2015
Q3 | $101K | Hold |
2,400
| – | – | 0.03% | 339 |
|
|
2015
Q2 | $90K | Hold |
2,400
| – | – | 0.02% | 349 |
|
|
2015
Q1 | $101K | Hold |
2,400
| – | – | 0.03% | 336 |
|
|
2014
Q4 | $111K | Hold |
2,400
| – | – | 0.03% | 291 |
|
|
2014
Q3 | $92K | Hold |
2,400
| – | – | 0.03% | 314 |
|
|
2014
Q2 | $98K | Sell |
2,400
-150
| -6% | -$6.13K | 0.03% | 282 |
|
|
2014
Q1 | $105K | Hold |
2,550
| – | – | 0.04% | 258 |
|
|
2013
Q4 | $92K | Sell |
2,550
-253
| -9% | -$9.13K | 0.05% | 221 |
|
|
2013
Q3 | $98K | Sell |
2,803
-100
| -3% | -$3.5K | 0.06% | 238 |
|
|
2013
Q2 | $100K | Buy |
+2,903
| New | +$100K | 0.06% | 232 |
|