Keener Financial Planning’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
+168
| New | +$16K | 0.01% | 138 |
|
|
2025
Q1 | – | Sell |
-168
| Closed | -$14K | – | 172 |
|
|
2024
Q4 | $14K | Hold |
168
| – | – | 0.01% | 122 |
|
|
2024
Q3 | $14K | Sell |
168
-981
| -85% | -$81.8K | 0.01% | 118 |
|
|
2024
Q2 | $81K | Hold |
1,149
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $85K | Hold |
1,149
| – | – | 0.06% | 71 |
|
|
2023
Q4 | $83K | Buy |
+1,149
| New | +$83K | 0.06% | 73 |
|