Executive Wealth Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $969K | Buy |
13,539
+9,026
| +200% | +$646K | 0.2% | 41 |
|
2023
Q4 | $326K | Hold |
4,513
| – | – | 0.21% | 40 |
|
2023
Q3 | $338K | Hold |
4,513
| – | – | 0.24% | 40 |
|
2023
Q2 | $369K | Hold |
4,513
| – | – | 0.25% | 38 |
|
2023
Q1 | $390K | Hold |
4,513
| – | – | 0.28% | 38 |
|
2022
Q4 | $401K | Hold |
4,513
| – | – | 0.31% | 35 |
|
2022
Q3 | $364K | Hold |
4,513
| – | – | 0.31% | 36 |
|
2022
Q2 | $408K | Hold |
4,513
| – | – | 0.32% | 35 |
|
2022
Q1 | $423K | Hold |
4,513
| – | – | 0.28% | 36 |
|
2021
Q4 | $402K | Hold |
4,513
| – | – | 0.25% | 39 |
|
2021
Q3 | $366K | Hold |
4,513
| – | – | 0.22% | 39 |
|
2021
Q2 | $361K | Buy |
+4,513
| New | +$361K | 0.21% | 40 |
|