Bailard’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,917
| Closed | -$273K | – | 682 |
|
|
2022
Q1 | $273K | Hold |
2,917
| – | – | 0.01% | 566 |
|
|
2021
Q4 | $260K | Buy |
+2,917
| New | +$260K | 0.01% | 582 |
|
|
2021
Q3 | – | Sell |
-3,484
| Closed | -$279K | – | 700 |
|
|
2021
Q2 | $279K | Hold |
3,484
| – | – | 0.01% | 559 |
|
|
2021
Q1 | $283K | Sell |
3,484
-4,547
| -57% | -$369K | 0.01% | 535 |
|
|
2020
Q4 | $627K | Buy |
+8,031
| New | +$627K | 0.03% | 279 |
|