Stonebridge Financial Planning Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$88K | – | 119 |
|
|
2021
Q4 | $88K | Hold |
1,000
| – | – | 0.05% | 173 |
|
|
2021
Q3 | $84K | Hold |
1,000
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $83K | Sell |
1,000
-500
| -33% | -$41.5K | 0.04% | 176 |
|
|
2021
Q1 | $121K | Hold |
1,500
| – | – | 0.07% | 142 |
|
|
2020
Q4 | $117K | Hold |
1,500
| – | – | 0.07% | 139 |
|
|
2020
Q3 | $124K | Hold |
1,500
| – | – | 0.09% | 117 |
|
|
2020
Q2 | $110K | Hold |
1,500
| – | – | 0.09% | 122 |
|
|
2020
Q1 | $114K | Hold |
1,500
| – | – | 0.11% | 112 |
|
|
2019
Q4 | $115K | Buy |
+1,500
| New | +$115K | 0.1% | 118 |
|