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Ballentine Partners’s Ameren AEE Stock Holding History

Ballentine Partners’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,466
Closed -$612K – 741
2023
Q4 		$612K Buy
8,466
+3,897
+85% +$282K 0.01% 327
2023
Q3 		$342K Buy
+4,569
New +$342K 0.01% 409