Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,376
Closed -$675K 194
2022
Q3
$675K Hold
8,376
0.08% 124
2022
Q2
$757K Buy
8,376
+44
+0.5% +$4.07K 0.09% 117
2022
Q1
$781K Buy
8,332
+61
+0.7% +$5.34K 0.08% 120
2021
Q4
$732K Buy
+8,271
New +$703K 0.07% 124
2021
Q2
Sell
-8,139
Closed -$662K 156
2021
Q1
$662K Buy
8,139
+49
+0.6% +$3.67K 0.08% 127
2020
Q4
$632K Buy
8,090
+70
+0.9% +$5.61K 0.08% 124
2020
Q3
$634K Buy
8,020
+845
+12% +$66.3K 0.09% 108
2020
Q2
$505K Buy
7,175
+59
+0.8% +$4.28K 0.08% 121
2020
Q1
$518K Sell
7,116
-83
-1% -$6.58K 0.1% 104
2019
Q4
$553K Buy
7,199
+46
+0.6% +$3.5K 0.08% 116
2019
Q3
$573K Buy
7,153
+41
+0.6% +$3.15K 0.08% 144
2019
Q2
$534K Buy
7,112
+198
+3% +$14.6K 0.08% 144
2019
Q1
$509K Buy
6,914
+43
+0.6% +$3K 0.08% 140
2018
Q4
$448K Sell
6,871
-53
-0.8% -$3.53K 0.08% 148
2018
Q3
$438K Buy
6,924
+50
+0.7% +$3.15K 0.07% 156
2018
Q2
$418K Buy
6,874
+52
+0.8% +$2.99K 0.07% 157
2018
Q1
$386K Buy
6,822
+934
+16% +$51.7K 0.07% 166
2017
Q4
$347K Buy
5,888
+496
+9% +$30.5K 0.06% 178
2017
Q3
$312K Buy
5,392
+40
+0.7% +$2.31K 0.06% 188
2017
Q2
$293K Sell
5,352
-4,687
-47% -$260K 0.06% 188
2017
Q1
$548K Buy
10,039
+66
+0.7% +$3.53K 0.12% 137
2016
Q4
$523K Sell
9,973
-530
-5% -$26.3K 0.12% 137
2016
Q3
$517K Sell
10,503
-1,086
-9% -$55.4K 0.12% 133
2016
Q2
$621K Buy
11,589
+4,424
+62% +$217K 0.15% 106
2016
Q1
$359K Sell
7,165
-306
-4% -$14.1K 0.08% 132
2015
Q4
$323K Buy
7,471
+1,430
+24% +$62K 0.08% 147
2015
Q3
$255K Sell
6,041
-46
-0.8% -$1.85K 0.07% 140
2015
Q2
$229K Buy
6,087
+4
+0.1% +$161 0.06% 160
2015
Q1
$257 Buy
6,083
+36
+0.6% +$1.57K 0.05% 152
2014
Q4
$279K Buy
6,047
+202
+3% +$8.59K 0.08% 133
2014
Q3
$224K Buy
5,845
+401
+7% +$15.7K 0.07% 131
2014
Q2
$223K Sell
5,444
-439
-7% -$17.5K 0.07% 137
2014
Q1
$242K Sell
5,883
-1,099
-16% -$42.3K 0.08% 115
2013
Q4
$252K Buy
+6,982
New +$251K 0.09% 97

Other funds holding AEE