Kalos Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-8,662
| Closed | -$717K | – | 178 |
|
2021
Q4 | $717K | Buy |
8,662
+252
| +3% | +$20.9K | 0.19% | 119 |
|
2021
Q3 | $697K | Buy |
+8,410
| New | +$697K | 0.2% | 117 |
|
2021
Q2 | – | Sell |
-9,112
| Closed | -$759K | – | 265 |
|
2021
Q1 | $759K | Buy |
+9,112
| New | +$759K | 0.24% | 106 |
|