Cape Investment Advisory’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Buy |
294
+1
| +0.3% | +$96 | 0.01% | 457 |
|
|
2025
Q1 | $29.4K | Buy |
293
+2
| +0.7% | +$201 | 0.01% | 414 |
|
|
2024
Q4 | $25.9K | Buy |
291
+4
| +1% | +$356 | 0.01% | 439 |
|
|
2024
Q3 | $25.1K | Buy |
287
+2
| +0.7% | +$175 | 0.01% | 420 |
|
|
2024
Q2 | $20.3K | Buy |
285
+5
| +2% | +$356 | 0.01% | 420 |
|
|
2024
Q1 | $20.7K | Sell |
280
-198
| -41% | -$14.6K | 0.01% | 437 |
|
|
2023
Q4 | $34.6K | Buy |
478
+203
| +74% | +$14.7K | 0.02% | 422 |
|
|
2023
Q3 | $20.6K | Buy |
275
+2
| +0.7% | +$150 | 0.01% | 438 |
|
|
2023
Q2 | $22.3K | Sell |
273
-245
| -47% | -$20K | 0.01% | 419 |
|
|
2023
Q1 | $44.8K | Buy |
+518
| New | +$44.8K | 0.03% | 279 |
|