WNY Asset Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,595
| Closed | -$224K | – | 197 |
|
|
2023
Q1 | $224K | Hold |
2,595
| – | – | 0.05% | 174 |
|
|
2022
Q4 | $231K | Hold |
2,595
| – | – | 0.06% | 168 |
|
|
2022
Q3 | $209K | Hold |
2,595
| – | – | 0.08% | 151 |
|
|
2022
Q2 | $234K | Sell |
2,595
-51
| -2% | -$4.6K | 0.08% | 141 |
|
|
2022
Q1 | $248K | Hold |
2,646
| – | – | 0.08% | 142 |
|
|
2021
Q4 | $236K | Hold |
2,646
| – | – | 0.07% | 145 |
|
|
2021
Q3 | $214K | Hold |
2,646
| – | – | 0.07% | 147 |
|
|
2021
Q2 | $212K | Hold |
2,646
| – | – | 0.08% | 145 |
|
|
2021
Q1 | $215K | Hold |
2,646
| – | – | 0.09% | 128 |
|
|
2020
Q4 | $207K | Buy |
+2,646
| New | +$207K | 0.1% | 87 |
|