Beacon Investment Advisory Services’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,745
| Closed | -$245K | – | 238 |
|
|
2024
Q4 | $245K | Sell |
2,745
-1,641
| -37% | -$146K | 0.01% | 226 |
|
|
2024
Q3 | $384K | Sell |
4,386
-641
| -13% | -$56.1K | 0.02% | 199 |
|
|
2024
Q2 | $357K | Sell |
5,027
-1,499
| -23% | -$107K | 0.02% | 201 |
|
|
2024
Q1 | $483K | Sell |
6,526
-814
| -11% | -$60.2K | 0.02% | 179 |
|
|
2023
Q4 | $531K | Sell |
7,340
-562
| -7% | -$40.7K | 0.02% | 174 |
|
|
2023
Q3 | $591K | Buy |
+7,902
| New | +$591K | 0.03% | 179 |
|