LGWM
Litman Gregory Wealth Management’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,650
| Closed | -$366K | – | 139 |
|
|
2025
Q1 | $366K | Buy |
+3,650
| New | +$366K | 0.03% | 105 |
|
|
2024
Q3 | – | Sell |
-3,250
| Closed | -$231K | – | 140 |
|
|
2024
Q2 | $231K | Sell |
3,250
-500
| -13% | -$35.6K | 0.02% | 122 |
|
|
2024
Q1 | $277K | Sell |
3,750
-1,250
| -25% | -$92.5K | 0.03% | 114 |
|
|
2023
Q4 | $362K | Hold |
5,000
| – | – | 0.03% | 99 |
|
|
2023
Q3 | $374K | Buy |
+5,000
| New | +$374K | 0.04% | 94 |
|
|
2019
Q4 | – | Sell |
-34
| Closed | -$3K | – | 208 |
|
|
2019
Q3 | $3K | Sell |
34
-34
| -50% | -$3K | ﹤0.01% | 164 |
|
|
2019
Q2 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 170 |
|