VWA
V Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,484
| Closed | -$366K | – | 116 |
|
|
2023
Q2 | $366K | Sell |
4,484
-22
| -0.5% | -$1.8K | 0.06% | 245 |
|
|
2023
Q1 | $389K | Buy |
4,506
+22
| +0.5% | +$1.9K | 0.07% | 238 |
|
|
2022
Q4 | $399K | Buy |
4,484
+427
| +11% | +$38K | 0.08% | 225 |
|
|
2022
Q3 | $327K | Buy |
4,057
+393
| +11% | +$31.7K | 0.07% | 268 |
|
|
2022
Q2 | $331K | Hold |
3,664
| – | – | 0.06% | 293 |
|
|
2022
Q1 | $343K | Sell |
3,664
-43
| -1% | -$4.03K | 0.05% | 315 |
|
|
2021
Q4 | $330K | Sell |
3,707
-317
| -8% | -$28.2K | 0.05% | 337 |
|
|
2021
Q3 | $326K | Sell |
4,024
-426
| -10% | -$34.5K | 0.05% | 342 |
|
|
2021
Q2 | $356K | Hold |
4,450
| – | – | 0.06% | 334 |
|
|
2021
Q1 | $362K | Hold |
4,450
| – | – | 0.07% | 310 |
|
|
2020
Q4 | $347K | Buy |
+4,450
| New | +$347K | 0.07% | 284 |
|
|
2020
Q3 | – | Sell |
-4,189
| Closed | -$295K | – | 174 |
|
|
2020
Q2 | $295K | Sell |
4,189
-798
| -16% | -$56.2K | 0.08% | 272 |
|
|
2020
Q1 | $363K | Buy |
4,987
+1,172
| +31% | +$85.3K | 0.11% | 187 |
|
|
2019
Q4 | $306K | Hold |
3,815
| – | – | 0.11% | 195 |
|
|
2019
Q3 | $306K | Buy |
3,815
+577
| +18% | +$46.3K | 0.11% | 196 |
|
|
2019
Q2 | $243K | Buy |
3,238
+14
| +0.4% | +$1.05K | 0.09% | 225 |
|
|
2019
Q1 | $232K | Sell |
3,224
-106
| -3% | -$7.63K | 0.09% | 218 |
|
|
2018
Q4 | $216K | Buy |
3,330
+150
| +5% | +$9.73K | 0.11% | 195 |
|
|
2018
Q3 | $201K | Buy |
+3,180
| New | +$201K | 0.09% | 216 |
|
|
2017
Q3 | – | Sell |
-2,530
| Closed | -$138K | – | 203 |
|
|
2017
Q2 | $138K | Buy |
+2,530
| New | +$138K | 0.06% | 211 |
|
|
2016
Q3 | – | Sell |
-3,931
| Closed | -$210K | – | 168 |
|
|
2016
Q2 | $210K | Buy |
+3,931
| New | +$210K | 0.17% | 150 |
|