JFS Wealth Advisors’s Ameren AEE Stock Holding History

JFS Wealth Advisors’s Portfolio AEE Stock Details AEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.1K	Sell	105 -4	-4%	-$384	﹤0.01%	864
2025 Q1	$10.9K	Buy	109 +19	+21%	+$1.91K	﹤0.01%	853
2024 Q4	$8.02K	Buy	90 +6	+7%	+$535	﹤0.01%	930
2024 Q3	$7.35K	Buy	84 +25	+42%	+$2.19K	﹤0.01%	962
2024 Q2	$4.2K	Sell	59 -2	-3%	-$142	﹤0.01%	1133
2024 Q1	$4.51K	Sell	61 -15	-20%	-$1.11K	﹤0.01%	1138
2023 Q4	$5.5K	Buy	76 +46	+153%	+$3.33K	﹤0.01%	1017
2023 Q3	$2.25K	Sell	30 -37	-55%	-$2.77K	﹤0.01%	1317
2023 Q2	$5.47K	Hold	67	–	–	﹤0.01%	961
2023 Q1	$5.79K	Sell	67 -5	-7%	-$432	﹤0.01%	930
2022 Q4	$6.4K	Sell	72 -8	-10%	-$711	﹤0.01%	893
2022 Q3	$6K	Sell	80 -18	-18%	-$1.35K	﹤0.01%	890
2022 Q2	$9K	Buy	98 +38	+63%	+$3.49K	﹤0.01%	778
2022 Q1	$6K	Buy	60 +38	+173%	+$3.8K	﹤0.01%	946
2021 Q4	$2K	Buy	+22	New	+$2K	﹤0.01%	1014
2019 Q4	–	Sell	-378	Closed	-$30K	–	511
2019 Q3	$30K	Buy	378 +2	+0.5%	+$159	0.01%	270
2019 Q2	$28K	Buy	376 +3	+0.8%	+$223	0.01%	279
2019 Q1	$27K	Buy	373 +2	+0.5%	+$145	0.01%	265
2018 Q4	$24K	Buy	371 +3	+0.8%	+$194	0.01%	274
2018 Q3	$23K	Buy	368 +2	+0.5%	+$125	0.01%	309
2018 Q2	$22K	Buy	366 +3	+0.8%	+$180	0.01%	302
2018 Q1	$21K	Buy	363 +3	+0.8%	+$174	0.01%	309
2017 Q4	$21K	Buy	360 +3	+0.8%	+$175	0.01%	327
2017 Q3	$21K	Buy	357 +3	+0.8%	+$176	0.01%	311
2017 Q2	$19K	Buy	354 +5	+1%	+$268	0.01%	303
2017 Q1	$18K	Hold	349	–	–	﹤0.01%	314
2016 Q4	$18K	Buy	349 +3	+0.9%	+$155	﹤0.01%	314
2016 Q3	$17K	Buy	346 +3	+0.9%	+$147	﹤0.01%	340
2016 Q2	$18K	Buy	343 +3	+0.9%	+$157	0.01%	336
2016 Q1	$17K	Buy	340 +3	+0.9%	+$150	0.01%	334
2015 Q4	$15K	Buy	337 +3	+0.9%	+$134	﹤0.01%	352
2015 Q3	$14K	Buy	334 +3	+0.9%	+$126	0.01%	304
2015 Q2	$12K	Buy	331 +4	+1%	+$145	0.01%	344
2015 Q1	$14K	Buy	327 +3	+0.9%	+$128	0.01%	316
2014 Q4	$15K	Buy	324 +3	+0.9%	+$139	﹤0.01%	317
2014 Q3	$12K	Buy	+321	New	+$12K	﹤0.01%	316