Caldwell Trust’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.4K | Hold |
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|
2025
Q2 | $9.6K | Hold |
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|
2025
Q1 | $10K | Hold |
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|
2024
Q4 | $8.91K | Hold |
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|
2024
Q3 | $8.75K | Hold |
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|
2024
Q2 | $7.11K | Hold |
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|
2024
Q1 | $7.4K | Hold |
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|
2023
Q4 | $7.23K | Hold |
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|
2023
Q3 | $7.48K | Sell |
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|
2023
Q2 | $80.1K | Hold |
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|
2023
Q1 | $84.7K | Hold |
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|
2022
Q4 | $87.2K | Buy |
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|
2022
Q3 | $8.05K | Hold |
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|
2022
Q2 | $9.04K | Sell |
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|
2022
Q1 | $56.3K | Hold |
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|
2021
Q4 | $53.4K | Hold |
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|
2021
Q3 | $48.6K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $48.8K | Hold |
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|
2020
Q4 | $46.8K | Hold |
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|
2020
Q3 | $47.4K | Hold |
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|
2020
Q2 | $42.2K | Hold |
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|
2020
Q1 | $43.7K | Hold |
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|
2019
Q4 | $46.1K | Buy |
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