Petrus Trust Company’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,330
| Closed | -$379K | – | 542 |
|
|
2024
Q2 | $379K | Buy |
+5,330
| New | +$379K | 0.04% | 339 |
|
|
2023
Q4 | – | Sell |
-7,018
| Closed | -$525K | – | 589 |
|
|
2023
Q3 | $525K | Buy |
7,018
+2,328
| +50% | +$174K | 0.06% | 162 |
|
|
2023
Q2 | $383K | Buy |
4,690
+1,981
| +73% | +$162K | 0.04% | 263 |
|
|
2023
Q1 | $234K | Buy |
+2,709
| New | +$234K | 0.03% | 416 |
|