BWA
Burt Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-67
| Closed | -$5K | – | 96 |
|
|
2020
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 295 |
|
|
2017
Q1 | – | Sell |
-77
| Closed | -$4K | – | 351 |
|
|
2016
Q4 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 328 |
|