B. Riley Wealth Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,015
| Closed | -$981K | – | 1452 |
|
|
2023
Q2 | $981K | Buy |
12,015
+9,509
| +379% | +$777K | 0.02% | 577 |
|
|
2023
Q1 | $216K | Sell |
2,506
-1,487
| -37% | -$128K | 0.01% | 1255 |
|
|
2022
Q4 | $355K | Buy |
3,993
+1,014
| +34% | +$90.2K | 0.01% | 952 |
|
|
2022
Q3 | $240K | Buy |
+2,979
| New | +$240K | 0.01% | 1132 |
|
|
2015
Q1 | – | Sell |
-636
| Closed | -$29 | – | 603 |
|
|
2014
Q4 | $29 | Buy |
+636
| New | +$29 | ﹤0.01% | 2363 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$24.5K | – | 683 |
|
|
2014
Q2 | $24.5K | Buy |
+600
| New | +$24.5K | 0.01% | 1378 |
|