Schechter Investment Advisors’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $368K | Sell |
3,670
-81
| -2% | -$8.13K | 0.03% | 431 |
|
|
2024
Q4 | $334K | Buy |
3,751
+232
| +7% | +$20.7K | 0.03% | 463 |
|
|
2024
Q3 | $308K | Buy |
3,519
+24
| +0.7% | +$2.1K | 0.02% | 491 |
|
|
2024
Q2 | $249K | Sell |
3,495
-1,151
| -25% | -$81.8K | 0.02% | 513 |
|
|
2024
Q1 | $344K | Sell |
4,646
-43
| -0.9% | -$3.18K | 0.03% | 467 |
|
|
2023
Q4 | $339K | Sell |
4,689
-1,096
| -19% | -$79.3K | 0.03% | 436 |
|
|
2023
Q3 | $433K | Buy |
5,785
+270
| +5% | +$20.2K | 0.04% | 376 |
|
|
2023
Q2 | $450K | Sell |
5,515
-241
| -4% | -$19.7K | 0.04% | 403 |
|
|
2023
Q1 | $497K | Sell |
5,756
-20
| -0.3% | -$1.73K | 0.05% | 409 |
|
|
2022
Q4 | $514K | Sell |
5,776
-92
| -2% | -$8.18K | 0.05% | 495 |
|
|
2022
Q3 | $473K | Sell |
5,868
-24
| -0.4% | -$1.94K | 0.05% | 532 |
|
|
2022
Q2 | $532K | Sell |
5,892
-236
| -4% | -$21.3K | 0.05% | 505 |
|
|
2022
Q1 | $574K | Buy |
6,128
+21
| +0.3% | +$1.97K | 0.05% | 486 |
|
|
2021
Q4 | $543K | Buy |
+6,107
| New | +$543K | 0.05% | 478 |
|