Scholtz & Company’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-66,530
| Closed | -$2.81M | – | 49 |
|
|
2015
Q1 | $2.81M | Sell |
66,530
-3,000
| -4% | -$127K | 2.71% | 15 |
|
|
2014
Q4 | $3.21M | Buy |
69,530
+61,930
| +815% | +$2.86M | 3.27% | 13 |
|
|
2014
Q3 | $291K | Sell |
7,600
-1,900
| -20% | -$72.8K | 0.29% | 45 |
|
|
2014
Q2 | $388K | Sell |
9,500
-300
| -3% | -$12.3K | 0.37% | 50 |
|
|
2014
Q1 | $404K | Buy |
+9,800
| New | +$404K | 0.43% | 48 |
|