Pacific Capital Wealth Advisors’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-168
Closed -$15K 92
2024
Q4
$15K Buy
168
+1
+0.6% +$89 ﹤0.01% 244
2024
Q3
$14.6K Buy
+167
New +$14.6K ﹤0.01% 267