Contravisory Investment Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,085
| Closed | -$353K | – | 294 |
|
|
2023
Q1 | $353K | Buy |
4,085
+48
| +1% | +$4.15K | 0.1% | 149 |
|
|
2022
Q4 | $359K | Buy |
4,037
+319
| +9% | +$28.4K | 0.1% | 143 |
|
|
2022
Q3 | $299K | Buy |
+3,718
| New | +$299K | 0.1% | 129 |
|
|
2020
Q3 | – | Sell |
-56,722
| Closed | -$4.12M | – | 246 |
|
|
2020
Q2 | $4.12M | Buy |
56,722
+4,097
| +8% | +$297K | 1.51% | 37 |
|
|
2020
Q1 | $3.83M | Buy |
52,625
+190
| +0.4% | +$13.8K | 1.7% | 29 |
|
|
2019
Q4 | $4.03M | Sell |
52,435
-597
| -1% | -$45.9K | 1.47% | 39 |
|
|
2019
Q3 | $4.25M | Buy |
+53,032
| New | +$4.25M | 1.61% | 32 |
|
|
2018
Q2 | – | Sell |
-5,923
| Closed | -$335K | – | 324 |
|
|
2018
Q1 | $335K | Buy |
5,923
+455
| +8% | +$25.7K | 0.12% | 101 |
|
|
2017
Q4 | $323K | Buy |
5,468
+625
| +13% | +$36.9K | 0.12% | 97 |
|
|
2017
Q3 | $280K | Buy |
+4,843
| New | +$280K | 0.1% | 93 |
|