Steph & Co’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,650
| Closed | -$192K | – | 281 |
|
|
2023
Q4 | $192K | Buy |
2,650
+84
| +3% | +$6.08K | 0.09% | 103 |
|
|
2023
Q3 | $192K | Buy |
2,566
+108
| +4% | +$8.08K | 0.11% | 109 |
|
|
2023
Q2 | $201K | Buy |
2,458
+91
| +4% | +$7.43K | 0.11% | 107 |
|
|
2023
Q1 | $204K | Hold |
2,367
| – | – | 0.13% | 95 |
|
|
2022
Q4 | $210K | Hold |
2,367
| – | – | 0.13% | 93 |
|
|
2022
Q3 | $191K | Buy |
2,367
+83
| +4% | +$6.7K | 0.13% | 90 |
|
|
2022
Q2 | $206K | Buy |
2,284
+408
| +22% | +$36.8K | 0.13% | 90 |
|
|
2022
Q1 | $176K | Sell |
1,876
-65
| -3% | -$6.1K | 0.1% | 107 |
|
|
2021
Q4 | $173K | Hold |
1,941
| – | – | 0.1% | 115 |
|
|
2021
Q3 | $157K | Hold |
1,941
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $155K | Hold |
1,941
| – | – | 0.1% | 111 |
|
|
2021
Q1 | $158K | Hold |
1,941
| – | – | 0.11% | 111 |
|
|
2020
Q4 | $152K | Hold |
1,941
| – | – | 0.12% | 111 |
|
|
2020
Q3 | $153K | Sell |
1,941
-8
| -0.4% | -$631 | 0.14% | 89 |
|
|
2020
Q2 | $137K | Sell |
1,949
-31
| -2% | -$2.18K | 0.14% | 93 |
|
|
2020
Q1 | $144K | Buy |
1,980
+239
| +14% | +$17.4K | 0.16% | 69 |
|
|
2019
Q4 | $134K | Buy |
+1,741
| New | +$134K | 0.11% | 108 |
|