Glassman Wealth Services’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-811
| Closed | -$58.7K | – | 239 |
|
|
2023
Q4 | $58.7K | Sell |
811
-69
| -8% | -$5.25K | 0.01% | 414 |
|
|
2023
Q3 | $65.8K | Buy |
880
+6
| +0.7% | +$489 | 0.01% | 356 |
|
|
2023
Q2 | $71.4K | Hold |
874
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $75.5K | Buy |
874
+23
| +3% | +$1.97K | 0.01% | 313 |
|
|
2022
Q4 | $75.7K | Sell |
851
-28
| -3% | -$2.35K | 0.01% | 320 |
|
|
2022
Q3 | $71K | Sell |
879
-105
| -11% | -$9.59K | 0.02% | 309 |
|
|
2022
Q2 | $89K | Buy |
984
+884
| +884% | +$81.8K | 0.02% | 269 |
|
|
2022
Q1 | $9K | Sell |
100
-4
| -4% | -$350 | ﹤0.01% | 845 |
|
|
2021
Q4 | $9K | Buy |
104
+48
| +86% | +$4.08K | ﹤0.01% | 810 |
|
|
2021
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 943 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 958 |
|
|
2021
Q1 | $5K | Buy |
56
+18
| +47% | +$1.35K | ﹤0.01% | 843 |
|
|
2020
Q4 | $3K | Buy |
38
+4
| +12% | +$321 | ﹤0.01% | 943 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 875 |
|
|
2020
Q2 | $2K | Sell |
34
-5
| -13% | -$362 | ﹤0.01% | 812 |
|
|
2020
Q1 | $3K | Buy |
39
+4
| +11% | +$317 | ﹤0.01% | 584 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 649 |
|
|
2019
Q3 | $3K | Sell |
35
-3
| -8% | -$230 | ﹤0.01% | 597 |
|
|
2019
Q2 | $3K | Buy |
38
+6
| +19% | +$442 | ﹤0.01% | 617 |
|
|
2019
Q1 | $2K | Buy |
32
+3
| +10% | +$209 | ﹤0.01% | 663 |
|
|
2018
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 521 |
|
|
2018
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 570 |
|
|
2018
Q2 | $2K | Buy |
29
+23
| +383% | +$1.32K | ﹤0.01% | 537 |
|
|
2018
Q1 | $0 | Buy |
+6
| New | +$332 | ﹤0.01% | 721 |
|
|
2016
Q4 | – | Sell |
-8
| Closed | – | – | 608 |
|
|
2016
Q3 | $0 | Buy |
+8
| New | +$408 | ﹤0.01% | 463 |
|
Other funds holding AEE
