Gideon Capital Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-24,991
| Closed | -$1.88M | – | 282 |
|
|
2019
Q2 | $1.88M | Buy |
24,991
+17,124
| +218% | +$1.29M | 0.65% | 33 |
|
|
2019
Q1 | $579K | Sell |
7,867
-21,778
| -73% | -$1.6M | 0.21% | 139 |
|
|
2018
Q4 | $1.93M | Buy |
29,645
+13,911
| +88% | +$908K | 0.79% | 19 |
|
|
2018
Q3 | $995K | Buy |
+15,734
| New | +$995K | 0.47% | 55 |
|
|
2018
Q2 | – | Sell |
-6,826
| Closed | -$387K | – | 354 |
|
|
2018
Q1 | $387K | Sell |
6,826
-6,367
| -48% | -$361K | 0.24% | 167 |
|
|
2017
Q4 | $778K | Buy |
13,193
+9,683
| +276% | +$571K | 0.69% | 23 |
|
|
2017
Q3 | $203K | Sell |
3,510
-3,435
| -49% | -$199K | 0.2% | 257 |
|
|
2017
Q2 | $380K | Sell |
6,945
-4,097
| -37% | -$224K | 0.42% | 90 |
|
|
2017
Q1 | $603K | Buy |
+11,042
| New | +$603K | 0.36% | 73 |
|
|
2016
Q4 | – | Sell |
-33,388
| Closed | -$1.64M | – | 387 |
|
|
2016
Q3 | $1.64M | Buy |
+33,388
| New | +$1.64M | 0.99% | 28 |
|
|
2016
Q1 | – | Sell |
-21,388
| Closed | -$925K | – | 133 |
|
|
2015
Q4 | $925K | Buy |
+21,388
| New | +$925K | 0.67% | 58 |
|
|
2015
Q3 | – | Sell |
-42,937
| Closed | -$1.62M | – | 208 |
|
|
2015
Q2 | $1.62M | Buy |
42,937
+34,242
| +394% | +$1.29M | 0.67% | 49 |
|
|
2015
Q1 | $367K | Buy |
+8,695
| New | +$367K | 0.15% | 175 |
|
|
2014
Q4 | – | Sell |
-50,553
| Closed | -$1.94M | – | 202 |
|
|
2014
Q3 | $1.94M | Buy |
50,553
+27,897
| +123% | +$1.07M | 0.75% | 36 |
|
|
2014
Q2 | $926K | Buy |
22,656
+13,208
| +140% | +$540K | 0.34% | 95 |
|
|
2014
Q1 | $389K | Buy |
+9,448
| New | +$389K | 0.22% | 138 |
|