Marcum Wealth’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $289K | Sell |
2,883
-2
| -0.1% | -$201 | 0.03% | 289 |
|
|
2024
Q4 | $257K | Buy |
2,885
+74
| +3% | +$6.6K | 0.02% | 314 |
|
|
2024
Q3 | $246K | Sell |
2,811
-125
| -4% | -$10.9K | 0.02% | 328 |
|
|
2024
Q2 | $209K | Buy |
2,936
+28
| +1% | +$1.99K | 0.02% | 333 |
|
|
2024
Q1 | $215K | Buy |
+2,908
| New | +$215K | 0.02% | 329 |
|
|
2023
Q1 | – | Sell |
-2,437
| Closed | -$217K | – | 403 |
|
|
2022
Q4 | $217K | Sell |
2,437
-73
| -3% | -$6.49K | 0.03% | 296 |
|
|
2022
Q3 | $202K | Buy |
2,510
+27
| +1% | +$2.17K | 0.03% | 303 |
|
|
2022
Q2 | $224K | Buy |
+2,483
| New | +$224K | 0.03% | 281 |
|