EverSource Wealth Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
1,555
+505
| +48% | +$48.5K | 0.01% | 997 |
|
|
2025
Q1 | $105K | Buy |
1,050
+383
| +57% | +$38.4K | 0.01% | 887 |
|
|
2024
Q4 | $59.4K | Buy |
667
+221
| +50% | +$19.7K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $39K | Sell |
446
-1
| -0.2% | -$87 | ﹤0.01% | 1171 |
|
|
2024
Q2 | $35.4K | Sell |
447
-8
| -2% | -$634 | ﹤0.01% | 1253 |
|
|
2024
Q1 | $33.6K | Buy |
455
+316
| +227% | +$23.4K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $10.1K | Sell |
139
-47
| -25% | -$3.4K | ﹤0.01% | 1554 |
|
|
2023
Q3 | $13.9K | Sell |
186
-41
| -18% | -$3.07K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $18.5K | Buy |
227
+136
| +149% | +$11.1K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $7.86K | Buy |
+91
| New | +$7.86K | ﹤0.01% | 1467 |
|
|
2022
Q1 | – | Sell |
-291
| Closed | -$26K | – | 1690 |
|
|
2021
Q4 | $26K | Buy |
+291
| New | +$26K | 0.01% | 577 |
|