Ropes Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,385
| Closed | -$108K | – | 257 |
|
|
2020
Q4 | $108K | Buy |
1,385
+545
| +65% | +$42.5K | 0.02% | 304 |
|
|
2020
Q3 | $66K | Sell |
840
-57
| -6% | -$4.48K | 0.01% | 309 |
|
|
2020
Q2 | $63K | Sell |
897
-143
| -14% | -$10K | 0.01% | 292 |
|
|
2020
Q1 | $76K | Sell |
1,040
-290
| -22% | -$21.2K | 0.02% | 250 |
|
|
2019
Q4 | $102K | Hold |
1,330
| – | – | 0.02% | 271 |
|
|
2019
Q3 | $106K | Hold |
1,330
| – | – | 0.02% | 274 |
|
|
2019
Q2 | $100K | Sell |
1,330
-960
| -42% | -$72.2K | 0.02% | 276 |
|
|
2019
Q1 | $168K | Sell |
2,290
-600
| -21% | -$44K | 0.04% | 232 |
|
|
2018
Q4 | $189K | Sell |
2,890
-625
| -18% | -$40.9K | 0.05% | 209 |
|
|
2018
Q3 | $222K | Sell |
3,515
-1,260
| -26% | -$79.6K | 0.05% | 218 |
|
|
2018
Q2 | $291K | Sell |
4,775
-2,395
| -33% | -$146K | 0.08% | 191 |
|
|
2018
Q1 | $406K | Buy |
7,170
+760
| +12% | +$43K | 0.11% | 154 |
|
|
2017
Q4 | $378K | Buy |
6,410
+817
| +15% | +$48.2K | 0.1% | 165 |
|
|
2017
Q3 | $323K | Hold |
5,593
| – | – | 0.09% | 178 |
|
|
2017
Q2 | $306K | Buy |
5,593
+149
| +3% | +$8.15K | 0.09% | 183 |
|
|
2017
Q1 | $297K | Buy |
5,444
+3,048
| +127% | +$166K | 0.09% | 187 |
|
|
2016
Q4 | $126K | Buy |
2,396
+495
| +26% | +$26K | 0.04% | 239 |
|
|
2016
Q3 | $93K | Buy |
1,901
+401
| +27% | +$19.6K | 0.03% | 250 |
|
|
2016
Q2 | $80K | Buy |
1,500
+851
| +131% | +$45.4K | 0.03% | 245 |
|
|
2016
Q1 | $33K | Buy |
649
+109
| +20% | +$5.54K | 0.01% | 247 |
|
|
2015
Q4 | $23K | Sell |
540
-3,365
| -86% | -$143K | 0.01% | 294 |
|
|
2015
Q3 | $165K | Buy |
3,905
+3,558
| +1,025% | +$150K | 0.09% | 145 |
|
|
2015
Q2 | $13K | Hold |
347
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $15K | Buy |
+347
| New | +$15K | 0.01% | 242 |
|