Independent Solutions Wealth Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,691
Closed -$239K 211
2022
Q4
$239K Sell
2,691
-287
-10% -$25.5K 0.07% 190
2022
Q3
$240K Buy
2,978
+633
+27% +$51K 0.08% 186
2022
Q2
$212K Buy
+2,345
New +$212K 0.07% 207