Waverly 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	$291K	Buy	3,030 +209	+7%	+$20.1K	﹤0.01%	979
2025 Q1	$283K	Buy	+2,821	New	+$283K	﹤0.01%	935
2015 Q4	–	Sell	-438	Closed	-$19K	–	134
2015 Q3	$19K	Buy	+438	New	+$19K	0.01%	277