Integrated Wealth Concepts’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
11,015
+1,736
| +19% | +$167K | 0.01% | 893 |
|
|
2025
Q1 | $932K | Buy |
9,279
+810
| +10% | +$81.3K | 0.01% | 860 |
|
|
2024
Q4 | $755K | Sell |
8,469
-641
| -7% | -$57.1K | 0.01% | 944 |
|
|
2024
Q3 | $797K | Buy |
9,110
+153
| +2% | +$13.4K | 0.01% | 893 |
|
|
2024
Q2 | $637K | Buy |
8,957
+114
| +1% | +$8.11K | 0.01% | 949 |
|
|
2024
Q1 | $654K | Sell |
8,843
-167
| -2% | -$12.4K | 0.01% | 932 |
|
|
2023
Q4 | $652K | Buy |
9,010
+29
| +0.3% | +$2.1K | 0.01% | 890 |
|
|
2023
Q3 | $672K | Sell |
8,981
-393
| -4% | -$29.4K | 0.01% | 855 |
|
|
2023
Q2 | $766K | Buy |
9,374
+324
| +4% | +$26.5K | 0.01% | 794 |
|
|
2023
Q1 | $782K | Buy |
+9,050
| New | +$782K | 0.02% | 705 |
|