BOS Asset Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,111
| Closed | -$272K | – | 162 |
|
2024
Q3 | $272K | Sell |
3,111
-215
| -6% | -$18.8K | 0.1% | 126 |
|
2024
Q2 | $237K | Hold |
3,326
| – | – | 0.11% | 135 |
|
2024
Q1 | $246K | Hold |
3,326
| – | – | 0.13% | 134 |
|
2023
Q4 | $241K | Hold |
3,326
| – | – | 0.17% | 131 |
|
2023
Q3 | $249K | Buy |
3,326
+335
| +11% | +$25.1K | 0.18% | 120 |
|
2023
Q2 | $244K | Buy |
2,991
+141
| +5% | +$11.5K | 0.19% | 109 |
|
2023
Q1 | $246K | Sell |
2,850
-350
| -11% | -$30.2K | 0.21% | 105 |
|
2022
Q4 | $285K | Buy |
+3,200
| New | +$285K | 0.25% | 91 |
|