FAM
Fulcrum Asset Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
+12,555
| New | +$1.21M | 0.93% | 33 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 128 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 138 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 139 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 156 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 65 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 25 |
|
|
2020
Q3 | – | Sell |
-39,873
| Closed | -$3M | – | 126 |
|
|
2020
Q2 | $3M | Buy |
+39,873
| New | +$3M | 1.01% | 25 |
|