MA
Marshwinds Advisory’s Ameren AEE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $533K | Hold |
8,175
| – | – | 0.29% | 80 |
|
2018
Q3 | $517K | Hold |
8,175
| – | – | 0.24% | 92 |
|
2018
Q2 | $497K | Hold |
8,175
| – | – | 0.24% | 93 |
|
2018
Q1 | $463K | Sell |
8,175
-450
| -5% | -$25.5K | 0.22% | 92 |
|
2017
Q4 | $509K | Sell |
8,625
-1,225
| -12% | -$72.3K | 0.24% | 90 |
|
2017
Q3 | $570K | Sell |
9,850
-200
| -2% | -$11.6K | 0.26% | 85 |
|
2017
Q2 | $549K | Sell |
10,050
-250
| -2% | -$13.7K | 0.26% | 86 |
|
2017
Q1 | $562K | Sell |
10,300
-500
| -5% | -$27.3K | 0.26% | 84 |
|
2016
Q4 | $567K | Hold |
10,800
| – | – | 0.27% | 85 |
|
2016
Q3 | $531K | Hold |
10,800
| – | – | 0.26% | 88 |
|
2016
Q2 | $579K | Sell |
10,800
-200
| -2% | -$10.7K | 0.28% | 84 |
|
2016
Q1 | $551K | Sell |
11,000
-1,775
| -14% | -$88.9K | 0.28% | 82 |
|
2015
Q4 | $552K | Hold |
12,775
| – | – | 0.29% | 84 |
|
2015
Q3 | $540K | Sell |
12,775
-400
| -3% | -$16.9K | 0.29% | 86 |
|
2015
Q2 | $496K | Sell |
13,175
-100
| -0.8% | -$3.77K | 0.25% | 93 |
|
2015
Q1 | $560K | Hold |
13,275
| – | – | 0.27% | 94 |
|
2014
Q4 | $612K | Sell |
13,275
-1,150
| -8% | -$53K | 0.29% | 89 |
|
2014
Q3 | $553K | Sell |
14,425
-2,075
| -13% | -$79.5K | 0.27% | 91 |
|
2014
Q2 | $675K | Hold |
16,500
| – | – | 0.32% | 88 |
|
2014
Q1 | $680K | Sell |
16,500
-250
| -1% | -$10.3K | 0.34% | 83 |
|
2013
Q4 | $606K | Sell |
16,750
-250
| -1% | -$9.05K | 0.32% | 86 |
|
2013
Q3 | $592K | Sell |
17,000
-50
| -0.3% | -$1.74K | 0.34% | 85 |
|
2013
Q2 | $587K | Buy |
+17,050
| New | +$587K | 0.35% | 84 |
|