WealthPLAN Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-821
| Closed | -$67.1K | – | 327 |
|
|
2023
Q2 | $67.1K | Sell |
821
-250
| -23% | -$20.4K | 0.01% | 458 |
|
|
2023
Q1 | $92.5K | Buy |
+1,071
| New | +$92.5K | 0.01% | 439 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$1.76K | – | 185 |
|
|
2017
Q1 | $1.76K | Buy |
+32
| New | +$1.76K | 0.01% | 413 |
|
|
2016
Q3 | $1.52K | Sell |
32
-32
| -50% | -$1.52K | ﹤0.01% | 876 |
|
|
2016
Q2 | $1.72K | Buy |
+64
| New | +$1.72K | ﹤0.01% | 2262 |
|