Chicago Partners Investment Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Buy |
2,274
+215
| +10% | +$21.5K | 0.01% | 981 |
|
2025
Q1 | $205K | Buy |
+2,059
| New | +$205K | 0.01% | 860 |
|
2018
Q4 | – | Sell |
-1,412
| Closed | -$92K | – | 325 |
|
2018
Q3 | $92K | Buy |
1,412
+912
| +182% | +$59.4K | 0.01% | 428 |
|
2018
Q2 | $30K | Hold |
500
| – | – | ﹤0.01% | 573 |
|
2018
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 551 |
|
2017
Q4 | $29K | Hold |
500
| – | – | ﹤0.01% | 547 |
|
2017
Q3 | $29K | Sell |
500
-500
| -50% | -$29K | 0.01% | 536 |
|
2017
Q2 | $53K | Buy |
+1,000
| New | +$53K | 0.01% | 374 |
|