Concord Wealth Partners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Hold |
360
| – | – | 0.01% | 388 |
|
|
2025
Q1 | $36.1K | Hold |
360
| – | – | 0.01% | 372 |
|
|
2024
Q4 | $32.1K | Hold |
360
| – | – | 0.01% | 396 |
|
|
2024
Q3 | $31.5K | Hold |
360
| – | – | 0.01% | 402 |
|
|
2024
Q2 | $25.6K | Sell |
360
-190
| -35% | -$13.5K | ﹤0.01% | 391 |
|
|
2024
Q1 | $40.7K | Buy |
550
+190
| +53% | +$14.1K | 0.01% | 387 |
|
|
2023
Q4 | $26K | Sell |
360
-260
| -42% | -$18.8K | 0.01% | 446 |
|
|
2023
Q3 | $46.4K | Buy |
620
+244
| +65% | +$18.3K | 0.01% | 390 |
|
|
2023
Q2 | $30.7K | Buy |
376
+16
| +4% | +$1.31K | 0.01% | 435 |
|
|
2023
Q1 | $31.1K | Sell |
360
-16
| -4% | -$1.38K | 0.01% | 421 |
|
|
2022
Q4 | $33.4K | Buy |
+376
| New | +$33.4K | 0.01% | 449 |
|
|
2022
Q3 | – | Sell |
-376
| Closed | -$34K | – | 168 |
|
|
2022
Q2 | $34K | Hold |
376
| – | – | 0.01% | 430 |
|
|
2022
Q1 | $35K | Hold |
376
| – | – | 0.01% | 493 |
|
|
2021
Q4 | $33K | Buy |
376
+60
| +19% | +$5.27K | 0.01% | 529 |
|
|
2021
Q3 | $26K | Hold |
316
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $25K | Hold |
316
| – | – | 0.01% | 462 |
|
|
2021
Q1 | $26K | Buy |
316
+16
| +5% | +$1.32K | 0.01% | 430 |
|
|
2020
Q4 | $23K | Buy |
+300
| New | +$23K | 0.02% | 291 |
|