AWM
Avior Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,064
| Closed | -$94.8K | – | 763 |
|
|
2024
Q4 | $94.8K | Buy |
1,064
+14
| +1% | +$1.25K | ﹤0.01% | 919 |
|
|
2024
Q3 | $91.8K | Hold |
1,050
| – | – | ﹤0.01% | 908 |
|
|
2024
Q2 | $74.7K | Sell |
1,050
-232
| -18% | -$16.5K | ﹤0.01% | 958 |
|
|
2024
Q1 | $94.8K | Buy |
1,282
+232
| +22% | +$17.2K | ﹤0.01% | 988 |
|
|
2023
Q4 | $76K | Hold |
1,050
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $78.6K | Hold |
1,050
| – | – | 0.01% | 673 |
|
|
2023
Q2 | $85.8K | Hold |
1,050
| – | – | 0.01% | 656 |
|
|
2023
Q1 | $90.7K | Hold |
1,050
| – | – | 0.01% | 654 |
|
|
2022
Q4 | $93.4K | Hold |
1,050
| – | – | 0.01% | 542 |
|
|
2022
Q3 | $84K | Hold |
1,050
| – | – | 0.01% | 539 |
|
|
2022
Q2 | $94K | Hold |
1,050
| – | – | 0.01% | 499 |
|
|
2022
Q1 | $98K | Hold |
1,050
| – | – | 0.01% | 517 |
|
|
2021
Q4 | $93K | Hold |
1,050
| – | – | 0.01% | 508 |
|
|
2021
Q3 | $85K | Sell |
1,050
-214
| -17% | -$17.3K | 0.01% | 505 |
|
|
2021
Q2 | $101K | Buy |
1,264
+2
| +0.2% | +$160 | 0.01% | 468 |
|
|
2021
Q1 | $102K | Sell |
1,262
-121
| -9% | -$9.78K | 0.01% | 466 |
|
|
2020
Q4 | $108K | Buy |
1,383
+124
| +10% | +$9.68K | 0.01% | 433 |
|
|
2020
Q3 | $99K | Buy |
1,259
+1
| +0.1% | +$79 | 0.01% | 452 |
|
|
2020
Q2 | $88K | Buy |
1,258
+208
| +20% | +$14.6K | 0.01% | 447 |
|
|
2020
Q1 | $76K | Sell |
1,050
-106
| -9% | -$7.67K | 0.02% | 430 |
|
|
2019
Q4 | $88K | Sell |
1,156
-4,881
| -81% | -$372K | 0.01% | 437 |
|
|
2019
Q3 | $482K | Buy |
6,037
+1,186
| +24% | +$94.7K | 0.08% | 224 |
|
|
2019
Q2 | $364K | Buy |
4,851
+890
| +22% | +$66.8K | 0.07% | 258 |
|
|
2019
Q1 | $291K | Hold |
3,961
| – | – | 0.06% | 280 |
|
|
2018
Q4 | $258K | Sell |
3,961
-1,217
| -24% | -$79.3K | 0.06% | 263 |
|
|
2018
Q3 | $327K | Hold |
5,178
| – | – | 0.07% | 244 |
|
|
2018
Q2 | $315K | Buy |
5,178
+4,128
| +393% | +$251K | 0.07% | 239 |
|
|
2018
Q1 | $59K | Hold |
1,050
| – | – | 0.01% | 475 |
|
|
2017
Q4 | $62K | Hold |
1,050
| – | – | 0.01% | 469 |
|
|
2017
Q3 | $61K | Hold |
1,050
| – | – | 0.02% | 198 |
|
|
2017
Q2 | $57K | Hold |
1,050
| – | – | 0.02% | 183 |
|
|
2017
Q1 | $57K | Hold |
1,050
| – | – | 0.02% | 220 |
|
|
2016
Q4 | $55K | Hold |
1,050
| – | – | 0.02% | 205 |
|
|
2016
Q3 | $52K | Hold |
1,050
| – | – | 0.02% | 220 |
|
|
2016
Q2 | $56K | Hold |
1,050
| – | – | 0.02% | 199 |
|
|
2016
Q1 | $53K | Hold |
1,050
| – | – | 0.02% | 205 |
|
|
2015
Q4 | $45K | Hold |
1,050
| – | – | 0.02% | 182 |
|
|
2015
Q3 | $44K | Hold |
1,050
| – | – | 0.03% | 174 |
|
|
2015
Q2 | $40K | Hold |
1,050
| – | – | 0.03% | 147 |
|
|
2015
Q1 | $44K | Hold |
1,050
| – | – | 0.03% | 141 |
|
|
2014
Q4 | $48K | Hold |
1,050
| – | – | 0.04% | 135 |
|
|
2014
Q3 | $40K | Hold |
1,050
| – | – | 0.03% | 144 |
|
|
2014
Q2 | $43K | Hold |
1,050
| – | – | 0.04% | 141 |
|
|
2014
Q1 | $43K | Buy |
+1,050
| New | +$43K | 0.04% | 137 |
|