Bar Harbor Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,585
| Closed | -$293K | – | 333 |
|
|
2016
Q4 | $293K | Hold |
5,585
| – | – | 0.03% | 288 |
|
|
2016
Q3 | $275K | Hold |
5,585
| – | – | 0.03% | 287 |
|
|
2016
Q2 | $299K | Hold |
5,585
| – | – | 0.03% | 258 |
|
|
2016
Q1 | $280K | Hold |
5,585
| – | – | 0.03% | 255 |
|
|
2015
Q4 | $241K | Hold |
5,585
| – | – | 0.03% | 265 |
|
|
2015
Q3 | $236K | Hold |
5,585
| – | – | 0.03% | 262 |
|
|
2015
Q2 | $210K | Sell |
5,585
-11
| -0.2% | -$414 | 0.03% | 275 |
|
|
2015
Q1 | $236K | Buy |
5,596
+11
| +0.2% | +$464 | 0.03% | 256 |
|
|
2014
Q4 | $258K | Hold |
5,585
| – | – | 0.03% | 243 |
|
|
2014
Q3 | $214K | Hold |
5,585
| – | – | 0.03% | 249 |
|
|
2014
Q2 | $228K | Hold |
5,585
| – | – | 0.03% | 241 |
|
|
2014
Q1 | $230K | Hold |
5,585
| – | – | 0.03% | 237 |
|
|
2013
Q4 | $202K | Buy |
+5,585
| New | +$202K | 0.03% | 246 |
|