Valley National Advisers’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 745 |
|
|
2025
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 733 |
|
|
2024
Q3 | – | Sell |
-65
| Closed | -$4K | – | 739 |
|
|
2024
Q2 | $4K | Buy |
65
+5
| +8% | +$308 | ﹤0.01% | 777 |
|
|
2024
Q1 | $4K | Buy |
60
+10
| +20% | +$667 | ﹤0.01% | 797 |
|
|
2023
Q4 | $3K | Buy |
50
+30
| +150% | +$1.8K | ﹤0.01% | 848 |
|
|
2023
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 872 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$8K | – | 903 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 599 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 544 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2020
Q1 | $7K | Sell |
100
-100
| -50% | -$7K | ﹤0.01% | 498 |
|
|
2019
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 471 |
|
|
2016
Q2 | – | Sell |
-528
| Closed | -$26K | – | 606 |
|
|
2016
Q1 | $26K | Hold |
528
| – | – | 0.01% | 277 |
|
|
2015
Q4 | $23K | Hold |
528
| – | – | 0.01% | 276 |
|
|
2015
Q3 | $22K | Hold |
528
| – | – | 0.01% | 286 |
|
|
2015
Q2 | $20K | Hold |
528
| – | – | 0.01% | 305 |
|
|
2015
Q1 | $22K | Buy |
+528
| New | +$22K | 0.01% | 293 |
|