Foundations Investment Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
3,258
+2
| +0.1% | +$192 | ﹤0.01% | 728 |
|
|
2025
Q1 | $327K | Buy |
3,256
+325
| +11% | +$32.6K | 0.01% | 688 |
|
|
2024
Q4 | $261K | Sell |
2,931
-8
| -0.3% | -$713 | 0.01% | 696 |
|
|
2024
Q3 | $257K | Buy |
+2,939
| New | +$257K | 0.01% | 678 |
|
|
2023
Q3 | – | Sell |
-2,721
| Closed | -$222K | – | 640 |
|
|
2023
Q2 | $222K | Buy |
2,721
+291
| +12% | +$23.8K | 0.01% | 527 |
|
|
2023
Q1 | $210K | Buy |
2,430
+3
| +0.1% | +$259 | 0.01% | 474 |
|
|
2022
Q4 | $216K | Buy |
+2,427
| New | +$216K | 0.01% | 399 |
|
|
2022
Q3 | – | Sell |
-3,608
| Closed | -$319K | – | 400 |
|
|
2022
Q2 | $319K | Hold |
3,608
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $347K | Sell |
3,608
-3
| -0.1% | -$289 | 0.01% | 253 |
|
|
2021
Q4 | $317K | Buy |
3,611
+567
| +19% | +$49.8K | 0.01% | 268 |
|
|
2021
Q3 | $248K | Buy |
+3,044
| New | +$248K | 0.01% | 274 |
|