CVA Family Office’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
2,678
-139
| -5% | -$13.4K | 0.04% | 254 |
|
|
2025
Q1 | $283K | Buy |
2,817
+100
| +4% | +$10K | 0.04% | 224 |
|
|
2024
Q4 | $242K | Buy |
2,717
+292
| +12% | +$26K | 0.04% | 242 |
|
|
2024
Q3 | $212K | Buy |
2,425
+23
| +1% | +$2.01K | 0.03% | 252 |
|
|
2024
Q2 | $171K | Buy |
2,402
+402
| +20% | +$28.6K | 0.03% | 263 |
|
|
2024
Q1 | $148K | Sell |
2,000
-215
| -10% | -$15.9K | 0.03% | 294 |
|
|
2023
Q4 | $160K | Buy |
+2,215
| New | +$160K | 0.03% | 265 |
|
|
2023
Q3 | – | Sell |
-2,475
| Closed | -$202K | – | 236 |
|
|
2023
Q2 | $202K | Buy |
2,475
+15
| +0.6% | +$1.23K | 0.04% | 223 |
|
|
2023
Q1 | $213K | Buy |
2,460
+25
| +1% | +$2.16K | 0.05% | 215 |
|
|
2022
Q4 | $217K | Buy |
2,435
+10
| +0.4% | +$889 | 0.05% | 202 |
|
|
2022
Q3 | $195K | Hold |
2,425
| – | – | 0.05% | 177 |
|
|
2022
Q2 | $219K | Hold |
2,425
| – | – | 0.06% | 159 |
|
|
2022
Q1 | $227K | Buy |
2,425
+115
| +5% | +$10.8K | 0.05% | 165 |
|
|
2021
Q4 | $206K | Buy |
2,310
+310
| +16% | +$27.6K | 0.05% | 165 |
|
|
2021
Q3 | $158K | Sell |
2,000
-310
| -13% | -$24.5K | 0.11% | 96 |
|
|
2021
Q2 | $185K | Hold |
2,310
| – | – | 0.05% | 165 |
|
|
2021
Q1 | $188K | Buy |
2,310
+310
| +16% | +$25.2K | 0.07% | 126 |
|
|
2020
Q4 | $156K | Hold |
2,000
| – | – | 0.1% | 106 |
|
|
2020
Q3 | $158K | Hold |
2,000
| – | – | 0.11% | 96 |
|
|
2020
Q2 | $141K | Hold |
2,000
| – | – | 0.12% | 95 |
|
|
2020
Q1 | $146K | Buy |
+2,000
| New | +$146K | 0.15% | 89 |
|