Waterfront Wealth’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Hold |
7,504
| – | – | 0.16% | 169 |
|
|
2025
Q1 | $753K | Hold |
7,504
| – | – | 0.18% | 160 |
|
|
2024
Q4 | $669K | Hold |
7,504
| – | – | 0.16% | 163 |
|
|
2024
Q3 | $651K | Hold |
7,504
| – | – | 0.16% | 168 |
|
|
2024
Q2 | $534K | Hold |
7,504
| – | – | 0.14% | 171 |
|
|
2024
Q1 | $561K | Hold |
7,504
| – | – | 0.16% | 166 |
|
|
2023
Q4 | $543K | Hold |
7,504
| – | – | 0.16% | 160 |
|
|
2023
Q3 | $565K | Hold |
7,504
| – | – | 0.19% | 153 |
|
|
2023
Q2 | $659K | Hold |
7,504
| – | – | 0.2% | 146 |
|
|
2023
Q1 | $648K | Hold |
7,504
| – | – | 0.21% | 141 |
|
|
2022
Q4 | $654K | Sell |
7,504
-300
| -4% | -$26.2K | 0.22% | 140 |
|
|
2022
Q3 | $631K | Hold |
7,804
| – | – | 0.24% | 128 |
|
|
2022
Q2 | $705K | Hold |
7,804
| – | – | 0.28% | 99 |
|
|
2022
Q1 | $755K | Hold |
7,804
| – | – | 0.27% | 93 |
|
|
2021
Q4 | $695K | Hold |
7,804
| – | – | 0.28% | 92 |
|
|
2021
Q3 | $632K | Hold |
7,804
| – | – | 0.31% | 82 |
|
|
2021
Q2 | $625K | Hold |
7,804
| – | – | 0.3% | 85 |
|
|
2021
Q1 | $632K | Sell |
7,804
-315
| -4% | -$25.5K | 0.32% | 84 |
|
|
2020
Q4 | $634K | Buy |
+8,119
| New | +$634K | 0.45% | 55 |
|