Transamerica Financial 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 |
-149
| Closed | -$12K | – | 103 |
|
|
2019
Q2 | $12K | Buy |
+149
| New | +$12K | ﹤0.01% | 296 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$9K | – | 746 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 605 |
|
|
2015
Q3 | $9K | Sell |
200
-321
| -62% | -$14.4K | ﹤0.01% | 586 |
|
|
2015
Q2 | $20K | Buy |
521
+21
| +4% | +$806 | ﹤0.01% | 556 |
|
|
2015
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
|
2014
Q4 | $24K | Buy |
500
+300
| +150% | +$14.4K | ﹤0.01% | 417 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 484 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2013
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 469 |
|