Elevation 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 | $43.4K | Buy |
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|
2025
Q2 | $39.7K | Hold |
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|
2025
Q1 | $41.5K | Hold |
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|
2024
Q4 | $36.8K | Hold |
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|
2024
Q3 | $36.1K | Sell |
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|
2024
Q2 | $32.4K | Hold |
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|
2024
Q1 | $33.7K | Sell |
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|
2023
Q4 | $45.3K | Hold |
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|
2023
Q3 | $45.3K | Hold |
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|
2023
Q2 | $49.5K | Hold |
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|
2023
Q1 | $52.4K | Buy |
|