TW
Transform Wealth’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,950
| Closed | -$221K | – | 240 |
|
|
2023
Q3 | $221K | Sell |
2,950
-2,950
| -50% | -$221K | 0.02% | 225 |
|
|
2023
Q2 | $482K | Hold |
5,900
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $510K | Buy |
5,900
+2,950
| +100% | +$255K | 0.05% | 170 |
|
|
2022
Q4 | $262K | Buy |
+2,950
| New | +$262K | 0.03% | 199 |
|