Bison Wealth’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,653
| Closed | -$417K | – | 190 |
|
|
2015
Q4 | $417K | Buy |
9,653
+2,429
| +34% | +$105K | 0.24% | 129 |
|
|
2015
Q3 | $305K | Buy |
7,224
+711
| +11% | +$30K | 0.2% | 147 |
|
|
2015
Q2 | $245K | Sell |
6,513
-451
| -6% | -$17K | 0.14% | 188 |
|
|
2015
Q1 | $294K | Buy |
6,964
+1,196
| +21% | +$50.5K | 0.18% | 163 |
|
|
2014
Q4 | $266K | Buy |
+5,768
| New | +$266K | 0.2% | 140 |
|