TWA
TCI Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-892
| Closed | -$77.1K | – | 240 |
|
|
2023
Q1 | $77.1K | Sell |
892
-1
| -0.1% | -$86 | 0.01% | 326 |
|
|
2022
Q4 | $79.4K | Buy |
893
+1
| +0.1% | +$89 | 0.01% | 307 |
|
|
2022
Q3 | $72K | Sell |
892
-267
| -23% | -$21.6K | 0.01% | 298 |
|
|
2022
Q2 | $105K | Buy |
1,159
+1
| +0.1% | +$91 | 0.02% | 244 |
|
|
2022
Q1 | $109K | Buy |
1,158
+524
| +83% | +$49.3K | 0.02% | 247 |
|
|
2021
Q4 | $56K | Hold |
634
| – | – | 0.01% | 379 |
|
|
2021
Q3 | $51K | Hold |
634
| – | – | 0.01% | 395 |
|
|
2021
Q2 | $51K | Sell |
634
-270
| -30% | -$21.7K | 0.01% | 364 |
|
|
2021
Q1 | $74K | Sell |
904
-57
| -6% | -$4.67K | 0.03% | 274 |
|
|
2020
Q4 | $75K | Sell |
961
-9
| -0.9% | -$702 | 0.03% | 246 |
|
|
2020
Q3 | $77K | Buy |
970
+541
| +126% | +$42.9K | 0.03% | 228 |
|
|
2020
Q2 | $30K | Buy |
429
+148
| +53% | +$10.4K | 0.01% | 369 |
|
|
2020
Q1 | $20K | Hold |
281
| – | – | 0.01% | 444 |
|
|
2019
Q4 | $22K | Hold |
281
| – | – | 0.01% | 522 |
|
|
2019
Q3 | $22K | Buy |
281
+70
| +33% | +$5.48K | 0.01% | 465 |
|
|
2019
Q2 | $16K | Hold |
211
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $16K | Sell |
211
-11
| -5% | -$834 | 0.01% | 523 |
|
|
2018
Q4 | $14K | Buy |
222
+15
| +7% | +$946 | 0.01% | 532 |
|
|
2018
Q3 | $13K | Hold |
207
| – | – | 0.01% | 573 |
|
|
2018
Q2 | $13K | Hold |
207
| – | – | 0.01% | 585 |
|
|
2018
Q1 | $12K | Buy |
207
+100
| +93% | +$5.8K | 0.01% | 577 |
|
|
2017
Q4 | $6K | Hold |
107
| – | – | ﹤0.01% | 726 |
|
|
2017
Q3 | $6K | Hold |
107
| – | – | ﹤0.01% | 685 |
|
|
2017
Q2 | $6K | Hold |
107
| – | – | ﹤0.01% | 698 |
|
|
2017
Q1 | $6K | Hold |
107
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $6K | Hold |
107
| – | – | ﹤0.01% | 722 |
|
|
2016
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 714 |
|
|
2016
Q2 | $6K | Hold |
107
| – | – | ﹤0.01% | 674 |
|
|
2016
Q1 | $5K | Buy |
107
+58
| +118% | +$2.71K | ﹤0.01% | 699 |
|
|
2015
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 850 |
|
|
2015
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 773 |
|
|
2015
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 779 |
|
|
2015
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 715 |
|
|
2014
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 712 |
|
|
2014
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 713 |
|
|
2014
Q2 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 735 |
|