Accel Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,184
| Closed | -$102K | – | 182 |
|
|
2023
Q1 | $102K | Buy |
1,184
+9
| +0.8% | +$778 | 0.04% | 314 |
|
|
2022
Q4 | $105K | Buy |
1,175
+7
| +0.6% | +$623 | 0.05% | 235 |
|
|
2022
Q3 | $98K | Buy |
1,168
+9
| +0.8% | +$755 | 0.05% | 253 |
|
|
2022
Q2 | $102K | Buy |
1,159
+5
| +0.4% | +$440 | 0.06% | 234 |
|
|
2022
Q1 | $109K | Buy |
1,154
+7
| +0.6% | +$661 | 0.06% | 244 |
|
|
2021
Q4 | $102K | Buy |
1,147
+7
| +0.6% | +$622 | 0.05% | 256 |
|
|
2021
Q3 | $92K | Buy |
1,140
+8
| +0.7% | +$646 | 0.06% | 231 |
|
|
2021
Q2 | $91K | Buy |
1,132
+8
| +0.7% | +$643 | 0.06% | 246 |
|
|
2021
Q1 | $91K | Buy |
1,124
+8
| +0.7% | +$648 | 0.07% | 227 |
|
|
2020
Q4 | $87K | Buy |
+1,116
| New | +$87K | 0.08% | 216 |
|