Strait & Sound 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 | $270K | Sell |
2,816
-120
| -4% | -$11.5K | 0.11% | 123 |
|
|
2025
Q1 | $295K | Hold |
2,936
| – | – | 0.14% | 120 |
|
|
2024
Q4 | $262K | Hold |
2,936
| – | – | 0.12% | 123 |
|
|
2024
Q3 | $257K | Hold |
2,936
| – | – | 0.12% | 122 |
|
|
2024
Q2 | $209K | Sell |
2,936
-42
| -1% | -$2.99K | 0.11% | 137 |
|
|
2024
Q1 | $215K | Hold |
2,978
| – | – | 0.12% | 122 |
|
|
2023
Q4 | $209K | Sell |
2,978
-61
| -2% | -$4.29K | 0.13% | 122 |
|
|
2023
Q3 | $227K | Sell |
3,039
-87
| -3% | -$6.51K | 0.2% | 115 |
|
|
2023
Q2 | $255K | Hold |
3,126
| – | – | 0.25% | 88 |
|
|
2023
Q1 | $270K | Buy |
3,126
+87
| +3% | +$7.52K | 0.27% | 89 |
|
|
2022
Q4 | $271K | Buy |
+3,039
| New | +$271K | 0.3% | 82 |
|