Wealthspire Advisors (Maryland)’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,604
| Closed | -$118K | – | 486 |
|
2019
Q1 | $118K | Sell |
1,604
-609
| -28% | -$44.8K | 0.01% | 580 |
|
2018
Q4 | $144K | Sell |
2,213
-89
| -4% | -$5.79K | 0.01% | 490 |
|
2018
Q3 | $146K | Sell |
2,302
-251
| -10% | -$15.9K | 0.01% | 544 |
|
2018
Q2 | $155K | Buy |
2,553
+1,871
| +274% | +$114K | 0.01% | 536 |
|
2018
Q1 | $39K | Sell |
682
-280
| -29% | -$16K | ﹤0.01% | 1077 |
|
2017
Q4 | $57K | Buy |
962
+383
| +66% | +$22.7K | 0.01% | 949 |
|
2017
Q3 | $33K | Buy |
579
+3
| +0.5% | +$171 | ﹤0.01% | 1112 |
|
2017
Q2 | $31K | Buy |
576
+81
| +16% | +$4.36K | ﹤0.01% | 1110 |
|
2017
Q1 | $27K | Buy |
495
+73
| +17% | +$3.98K | ﹤0.01% | 980 |
|
2016
Q4 | $22K | Buy |
422
+25
| +6% | +$1.3K | ﹤0.01% | 985 |
|
2016
Q3 | $20K | Buy |
397
+1
| +0.3% | +$50 | ﹤0.01% | 1046 |
|
2016
Q2 | $21K | Sell |
396
-313
| -44% | -$16.6K | ﹤0.01% | 979 |
|
2016
Q1 | $36K | Buy |
709
+340
| +92% | +$17.3K | 0.01% | 787 |
|
2015
Q4 | $16K | Buy |
+369
| New | +$16K | ﹤0.01% | 1035 |
|