Heritage Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-410
Closed -$33.5K 525
2023
Q2
$33.5K Hold
410
﹤0.01% 363
2023
Q1
$35.4K Hold
410
﹤0.01% 355
2022
Q4
$36.5K Hold
410
﹤0.01% 358
2022
Q3
$33K Hold
410
﹤0.01% 337
2022
Q2
$37K Hold
410
﹤0.01% 351
2022
Q1
$38K Hold
410
﹤0.01% 341
2021
Q4
$36K Hold
410
﹤0.01% 356
2021
Q3
$33.2K Hold
410
﹤0.01% 355
2021
Q2
$32.8K Hold
410
﹤0.01% 361
2021
Q1
$33.4K Hold
410
﹤0.01% 371
2020
Q4
$32K Hold
410
﹤0.01% 363
2020
Q3
$32.4K Hold
410
﹤0.01% 310
2020
Q2
$28.8K Hold
410
﹤0.01% 298
2020
Q1
$29.9K Hold
410
0.01% 284
2019
Q4
$31.5K Hold
410
﹤0.01% 339
2019
Q3
$32K Hold
410
﹤0.01% 315
2019
Q2
$30.8K Hold
410
﹤0.01% 297
2019
Q1
$30.2K Hold
410
0.01% 265
2018
Q4
$26K Hold
410
0.01% 241
2018
Q3
$25K Buy
+410
New +$25K ﹤0.01% 251