Summit Trail Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+2,719
| New | +$261K | ﹤0.01% | 974 |
|
|
2024
Q4 | – | Sell |
-3,049
| Closed | -$267K | – | 401 |
|
|
2024
Q3 | $267K | Buy |
+3,049
| New | +$267K | 0.01% | 585 |
|
|
2018
Q1 | – | Sell |
-243
| Closed | -$14K | – | 435 |
|
|
2017
Q4 | $14K | Buy |
+243
| New | +$14K | ﹤0.01% | 1127 |
|