Bank Julius Baer & Co’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,858
| Closed | -$168K | – | 571 |
|
2022
Q2 | $168K | Hold |
1,858
| – | – | ﹤0.01% | 424 |
|
2022
Q1 | $174K | Hold |
1,858
| – | – | ﹤0.01% | 429 |
|
2021
Q4 | $165K | Sell |
1,858
-46
| -2% | -$4.09K | ﹤0.01% | 559 |
|
2021
Q3 | $154K | Sell |
1,904
-245
| -11% | -$19.8K | ﹤0.01% | 580 |
|
2021
Q2 | $172K | Sell |
2,149
-4
| -0.2% | -$320 | ﹤0.01% | 581 |
|
2021
Q1 | $175K | Sell |
2,153
-588
| -21% | -$47.8K | ﹤0.01% | 559 |
|
2020
Q4 | $214K | Sell |
2,741
-12
| -0.4% | -$937 | ﹤0.01% | 572 |
|
2020
Q3 | $218K | Buy |
2,753
+5
| +0.2% | +$396 | ﹤0.01% | 492 |
|
2020
Q2 | $193K | Buy |
2,748
+350
| +15% | +$24.6K | ﹤0.01% | 465 |
|
2020
Q1 | $175K | Buy |
+2,398
| New | +$175K | ﹤0.01% | 410 |
|