WFG Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $45K | Hold |
819
| – | – | 0.01% | 720 |
|
|
2017
Q1 | $45K | Hold |
819
| – | – | 0.01% | 683 |
|
|
2016
Q4 | $43K | Hold |
819
| – | – | 0.01% | 744 |
|
|
2016
Q3 | $40K | Hold |
819
| – | – | 0.01% | 756 |
|
|
2016
Q2 | $44K | Hold |
819
| – | – | 0.01% | 713 |
|
|
2016
Q1 | $41K | Buy |
819
+200
| +32% | +$10K | 0.01% | 712 |
|
|
2015
Q4 | $27K | Hold |
619
| – | – | 0.01% | 819 |
|
|
2015
Q3 | $26K | Sell |
619
-25
| -4% | -$1.05K | 0.01% | 815 |
|
|
2015
Q2 | $24K | Buy |
644
+25
| +4% | +$932 | 0.01% | 921 |
|
|
2015
Q1 | $26K | Sell |
619
-543
| -47% | -$22.8K | 0.01% | 909 |
|
|
2014
Q4 | $54K | Hold |
1,162
| – | – | 0.01% | 854 |
|
|
2014
Q3 | $45K | Hold |
1,162
| – | – | 0.01% | 961 |
|
|
2014
Q2 | $48K | Hold |
1,162
| – | – | 0.01% | 925 |
|
|
2014
Q1 | $48K | Sell |
1,162
-255
| -18% | -$10.5K | 0.01% | 920 |
|
|
2013
Q4 | $51K | Buy |
1,417
+1
| +0.1% | +$36 | 0.01% | 995 |
|
|
2013
Q3 | $49K | Buy |
1,416
+30
| +2% | +$1.04K | 0.01% | 933 |
|
|
2013
Q2 | $48K | Buy |
+1,386
| New | +$48K | 0.01% | 897 |
|