Glass Jacobson Investment Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-36
| Closed | -$3.21K | – | 571 |
|
2025
Q1 | $3.21K | Hold |
36
| – | – | ﹤0.01% | 705 |
|
2024
Q4 | $3.21K | Buy |
+36
| New | +$3.21K | ﹤0.01% | 705 |
|
2023
Q4 | – | Sell |
-9
| Closed | -$674 | – | 708 |
|
2023
Q3 | $674 | Buy |
9
+8
| +800% | +$599 | ﹤0.01% | 725 |
|
2023
Q2 | $82 | Buy |
+1
| New | +$82 | ﹤0.01% | 792 |
|
2022
Q4 | $889 | Buy |
+10
| New | +$889 | ﹤0.01% | 740 |
|