Berman Capital Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $52K | Sell |
645
-2
| -0.3% | -$161 | 0.01% | 659 |
|
|
2021
Q2 | $51K | Buy |
647
+7
| +1% | +$552 | 0.01% | 563 |
|
|
2021
Q1 | $52K | Buy |
640
+52
| +9% | +$4.23K | 0.01% | 463 |
|
|
2020
Q4 | $45K | Hold |
588
| – | – | 0.01% | 428 |
|
|
2020
Q3 | $46K | Sell |
588
-7
| -1% | -$548 | 0.01% | 361 |
|
|
2020
Q2 | $41K | Buy |
595
+54
| +10% | +$3.72K | 0.01% | 365 |
|
|
2020
Q1 | $39K | Buy |
541
+57
| +12% | +$4.11K | 0.01% | 335 |
|
|
2019
Q4 | $37K | Buy |
484
+1
| +0.2% | +$76 | 0.01% | 377 |
|
|
2019
Q3 | $38K | Hold |
483
| – | – | 0.01% | 357 |
|
|
2019
Q2 | $36K | Hold |
483
| – | – | 0.01% | 366 |
|
|
2019
Q1 | $35K | Buy |
483
+60
| +14% | +$4.35K | 0.01% | 332 |
|
|
2018
Q4 | $27K | Buy |
+423
| New | +$27K | 0.01% | 325 |
|