Sunflower Bank Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $468K | Hold |
5,916
| – | – | 0.16% | 67 |
|
2020
Q2 | $416K | Sell |
5,916
-220
| -4% | -$15.5K | 0.14% | 88 |
|
2020
Q1 | $447K | Sell |
6,136
-165
| -3% | -$12K | 0.17% | 76 |
|
2019
Q4 | $484K | Hold |
6,301
| – | – | 0.15% | 91 |
|
2019
Q3 | $504K | Hold |
6,301
| – | – | 0.16% | 88 |
|
2019
Q2 | $473K | Sell |
6,301
-665
| -10% | -$49.9K | 0.15% | 92 |
|
2019
Q1 | $512K | Sell |
6,966
-805
| -10% | -$59.2K | 0.15% | 87 |
|
2018
Q4 | $507K | Hold |
7,771
| – | – | 0.16% | 86 |
|
2018
Q3 | $491K | Hold |
7,771
| – | – | 0.14% | 97 |
|
2018
Q2 | $473K | Sell |
7,771
-385
| -5% | -$23.4K | 0.14% | 94 |
|
2018
Q1 | $462K | Hold |
8,156
| – | – | 0.13% | 97 |
|
2017
Q4 | $481K | Sell |
8,156
-100
| -1% | -$5.9K | 0.13% | 89 |
|
2017
Q3 | $478K | Sell |
8,256
-40
| -0.5% | -$2.32K | 0.17% | 62 |
|
2017
Q2 | $454K | Hold |
8,296
| – | – | 0.15% | 69 |
|
2017
Q1 | $453K | Sell |
8,296
-61
| -0.7% | -$3.33K | 0.15% | 64 |
|
2016
Q4 | $438K | Sell |
8,357
-720
| -8% | -$37.7K | 0.16% | 62 |
|
2016
Q3 | $446K | Sell |
9,077
-1
| -0% | -$49 | 0.16% | 63 |
|
2016
Q2 | $486K | Hold |
9,078
| – | – | 0.17% | 60 |
|
2016
Q1 | $455K | Sell |
9,078
-485
| -5% | -$24.3K | 0.16% | 60 |
|
2015
Q4 | $413K | Sell |
9,563
-587
| -6% | -$25.4K | 0.14% | 64 |
|
2015
Q3 | $429K | Sell |
10,150
-785
| -7% | -$33.2K | 0.16% | 62 |
|
2015
Q2 | $412K | Sell |
10,935
-1,270
| -10% | -$47.9K | 0.14% | 69 |
|
2015
Q1 | $515K | Buy |
12,205
+380
| +3% | +$16K | 0.17% | 64 |
|
2014
Q4 | $545K | Hold |
11,825
| – | – | 0.17% | 61 |
|
2014
Q3 | $453K | Hold |
11,825
| – | – | 0.15% | 65 |
|
2014
Q2 | $483K | Buy |
11,825
+2,060
| +21% | +$84.1K | 0.2% | 66 |
|
2014
Q1 | $402K | Buy |
9,765
+500
| +5% | +$20.6K | 0.19% | 69 |
|
2013
Q4 | $335K | Hold |
9,265
| – | – | 0.17% | 69 |
|
2013
Q3 | $323K | Sell |
9,265
-610
| -6% | -$21.3K | 0.18% | 69 |
|
2013
Q2 | $340K | Buy |
+9,875
| New | +$340K | 0.18% | 67 |
|