Avitas Wealth Management’s Ameren AEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,487	Closed	-$850K	–	204
2024 Q1	$850K	Buy	11,487 +168	+1%	+$12.4K	0.13%	149
2023 Q4	$819K	Buy	11,319 +360	+3%	+$26K	0.14%	139
2023 Q3	$820K	Buy	+10,959	New	+$820K	0.16%	138