BIM
Beach Investment Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,120
| Closed | -$890K | – | 38 |
|
|
2019
Q3 | $890K | Sell |
11,120
-5,300
| -32% | -$424K | 2% | 19 |
|
|
2019
Q2 | $1.23M | Hold |
16,420
| – | – | 2.01% | 21 |
|
|
2019
Q1 | $1.21M | Sell |
16,420
-13,550
| -45% | -$997K | 2.17% | 19 |
|
|
2018
Q4 | $1.96M | Hold |
29,970
| – | – | 4.35% | 8 |
|
|
2018
Q3 | $1.9M | Hold |
29,970
| – | – | 2.95% | 12 |
|
|
2018
Q2 | $1.82M | Buy |
+29,970
| New | +$1.82M | 3.01% | 14 |
|