Global Wealth Management Investment Advisory’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-425
| Closed | -$30.7K | – | 143 |
|
|
2023
Q4 | $30.7K | Hold |
425
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $31.8K | Hold |
425
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $34.7K | Buy |
+425
| New | +$34.7K | 0.01% | 214 |
|
|
2022
Q3 | – | Sell |
-425
| Closed | -$38K | – | 141 |
|
|
2022
Q2 | $38K | Hold |
425
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $40K | Hold |
425
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $38K | Hold |
425
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $34K | Hold |
425
| – | – | 0.01% | 223 |
|
|
2021
Q2 | $34K | Hold |
425
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $35K | Hold |
425
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $33K | Hold |
425
| – | – | 0.01% | 205 |
|
|
2020
Q3 | $34K | Sell |
425
-295
| -41% | -$23.6K | 0.01% | 195 |
|
|
2020
Q2 | $51K | Hold |
720
| – | – | 0.02% | 189 |
|
|
2020
Q1 | $52K | Hold |
720
| – | – | 0.03% | 166 |
|
|
2019
Q4 | $55K | Buy |
720
+425
| +144% | +$32.5K | 0.02% | 173 |
|
|
2019
Q3 | $24K | Buy |
295
+2
| +0.7% | +$163 | 0.01% | 229 |
|
|
2019
Q2 | $22K | Hold |
293
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $22K | Hold |
293
| – | – | 0.01% | 293 |
|
|
2018
Q4 | $19K | Buy |
+293
| New | +$19K | 0.01% | 301 |
|