BWM
BerganKDV Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $143K | Hold |
1,754
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $152K | Hold |
1,754
| – | – | 0.02% | 261 |
|
|
2022
Q4 | $156K | Hold |
1,754
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $141K | Hold |
1,754
| – | – | 0.02% | 256 |
|
|
2022
Q2 | $159K | Hold |
1,754
| – | – | 0.02% | 255 |
|
|
2022
Q1 | $164K | Hold |
1,754
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $156K | Hold |
1,754
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $142K | Hold |
1,754
| – | – | 0.02% | 279 |
|
|
2021
Q2 | $140K | Hold |
1,754
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $143K | Buy |
1,754
+356
| +25% | +$29K | 0.02% | 266 |
|
|
2020
Q4 | $109K | Buy |
1,398
+28
| +2% | +$2.18K | 0.02% | 268 |
|
|
2020
Q3 | $108K | Sell |
1,370
-115
| -8% | -$9.07K | 0.02% | 257 |
|
|
2020
Q2 | $105K | Sell |
1,485
-100
| -6% | -$7.07K | 0.02% | 272 |
|
|
2020
Q1 | $115K | Hold |
1,585
| – | – | 0.02% | 246 |
|
|
2019
Q4 | $122K | Buy |
1,585
+400
| +34% | +$30.8K | 0.02% | 256 |
|
|
2019
Q3 | $95K | Hold |
1,185
| – | – | 0.02% | 262 |
|
|
2019
Q2 | $89K | Hold |
1,185
| – | – | 0.02% | 274 |
|
|
2019
Q1 | $87K | Hold |
1,185
| – | – | 0.02% | 292 |
|
|
2018
Q4 | $77K | Hold |
1,185
| – | – | 0.02% | 260 |
|
|
2018
Q3 | $75K | Sell |
1,185
-200
| -14% | -$12.7K | 0.02% | 278 |
|
|
2018
Q2 | $84K | Buy |
+1,385
| New | +$84K | 0.02% | 264 |
|