Beaird Harris 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
Q3 | – | Sell |
-237
| Closed | -$16.9K | – | 514 |
|
|
2024
Q2 | $16.9K | Hold |
237
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $17.5K | Hold |
237
| – | – | ﹤0.01% | 291 |
|
|
2023
Q4 | $17.1K | Hold |
237
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $17.7K | Hold |
237
| – | – | ﹤0.01% | 239 |
|
|
2023
Q2 | $19.4K | Hold |
237
| – | – | ﹤0.01% | 230 |
|
|
2023
Q1 | $20.5K | Sell |
237
-144
| -38% | -$12.4K | ﹤0.01% | 225 |
|
|
2022
Q4 | $33.9K | Buy |
381
+144
| +61% | +$12.8K | 0.01% | 205 |
|
|
2022
Q3 | $19K | Buy |
+237
| New | +$19K | ﹤0.01% | 232 |
|
|
2022
Q2 | – | Sell |
-281
| Closed | -$26K | – | 404 |
|
|
2022
Q1 | $26K | Buy |
281
+44
| +19% | +$4.07K | 0.01% | 233 |
|
|
2021
Q4 | $21K | Buy |
+237
| New | +$21K | 0.01% | 320 |
|