Elevation 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 | $39.7K | Hold |
413
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $41.5K | Hold |
413
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $36.8K | Hold |
413
| – | – | 0.02% | 261 |
|
|
2024
Q3 | $36.1K | Sell |
413
-42
| -9% | -$3.67K | 0.02% | 253 |
|
|
2024
Q2 | $32.4K | Hold |
455
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $33.7K | Sell |
455
-151
| -25% | -$11.2K | 0.02% | 257 |
|
|
2023
Q4 | $45.3K | Hold |
606
| – | – | 0.03% | 217 |
|
|
2023
Q3 | $45.3K | Hold |
606
| – | – | 0.04% | 158 |
|
|
2023
Q2 | $49.5K | Hold |
606
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $52.4K | Buy |
+606
| New | +$52.4K | 0.05% | 147 |
|