Clearstead Trust’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
2,061
+8
| +0.4% | +$768 | 0.04% | 176 |
|
|
2025
Q1 | $206K | Hold |
2,053
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $183K | Hold |
2,053
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $180K | Hold |
2,053
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $146K | Hold |
2,053
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $152K | Buy |
2,053
+53
| +3% | +$3.92K | 0.04% | 155 |
|
|
2023
Q4 | $145K | Hold |
2,000
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $150K | Hold |
2,000
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $163K | Hold |
2,000
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $173K | Hold |
2,000
| – | – | 0.06% | 147 |
|
|
2022
Q4 | $178K | Hold |
2,000
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $161K | Buy |
+2,000
| New | +$161K | 0.06% | 143 |
|