Concord Wealth Partners’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 | $6.26K | Sell |
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|
2025
Q2 | $34.6K | Hold |
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|
2025
Q1 | $36.1K | Hold |
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|
2024
Q4 | $32.1K | Hold |
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|
2024
Q3 | $31.5K | Hold |
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|
2024
Q2 | $25.6K | Sell |
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|
2024
Q1 | $40.7K | Buy |
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|
2023
Q4 | $26K | Sell |
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|
2023
Q3 | $46.4K | Buy |
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|
2023
Q2 | $30.7K | Buy |
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|
2023
Q1 | $31.1K | Sell |
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|
2022
Q4 | $33.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $23K | Buy |
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