Schrum Private Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
4,212
-410
| -9% | -$39.4K | 0.32% | 77 |
|
|
2025
Q1 | $464K | Sell |
4,622
-413
| -8% | -$41.5K | 0.41% | 62 |
|
|
2024
Q4 | $449K | Sell |
5,035
-6,523
| -56% | -$581K | 0.38% | 64 |
|
|
2024
Q3 | $1.01M | Buy |
11,558
+5,451
| +89% | +$477K | 0.52% | 49 |
|
|
2024
Q2 | $434K | Hold |
6,107
| – | – | 0.39% | 66 |
|
|
2024
Q1 | $452K | Sell |
6,107
-208
| -3% | -$15.4K | 0.41% | 65 |
|
|
2023
Q4 | $457K | Hold |
6,315
| – | – | 0.65% | 46 |
|
|
2023
Q3 | $473K | Buy |
+6,315
| New | +$473K | 0.54% | 53 |
|