Altshuler Shaham’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,366
| Closed | -$243K | – | 290 |
|
|
2023
Q4 | $243K | Sell |
3,366
-531
| -14% | -$38.4K | 0.01% | 85 |
|
|
2023
Q3 | $292K | Buy |
3,897
+249
| +7% | +$18.6K | 0.01% | 84 |
|
|
2023
Q2 | $298K | Sell |
3,648
-1,358
| -27% | -$111K | 0.01% | 93 |
|
|
2023
Q1 | $432K | Sell |
5,006
-564
| -10% | -$48.7K | 0.01% | 79 |
|
|
2022
Q4 | $495K | Buy |
5,570
+4,967
| +824% | +$442K | 0.02% | 61 |
|
|
2022
Q3 | $50K | Sell |
603
-65
| -10% | -$5.39K | ﹤0.01% | 216 |
|
|
2022
Q2 | $60K | Buy |
668
+13
| +2% | +$1.17K | ﹤0.01% | 206 |
|
|
2022
Q1 | $65K | Sell |
655
-7,300
| -92% | -$724K | ﹤0.01% | 312 |
|
|
2021
Q4 | $711K | Buy |
7,955
+606
| +8% | +$54.2K | 0.01% | 147 |
|
|
2021
Q3 | $601K | Buy |
7,349
+1,401
| +24% | +$115K | ﹤0.01% | 186 |
|
|
2021
Q2 | $478K | Buy |
5,948
+931
| +19% | +$74.8K | ﹤0.01% | 208 |
|
|
2021
Q1 | $408K | Buy |
+5,017
| New | +$408K | ﹤0.01% | 129 |
|
|
2020
Q2 | – | Sell |
-1,899
| Closed | -$139K | – | 322 |
|
|
2020
Q1 | $139K | Sell |
1,899
-1,350
| -42% | -$98.8K | 0.01% | 134 |
|
|
2019
Q4 | $250K | Sell |
3,249
-13,997
| -81% | -$1.08M | 0.01% | 138 |
|
|
2019
Q3 | $1.38M | Buy |
17,246
+16,027
| +1,315% | +$1.28M | 0.05% | 51 |
|
|
2019
Q2 | $92K | Buy |
1,219
+616
| +102% | +$46.5K | ﹤0.01% | 152 |
|
|
2019
Q1 | $44K | Buy |
+603
| New | +$44K | ﹤0.01% | 133 |
|