WBI Investments’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,540
| Closed | -$757K | – | 269 |
|
|
2025
Q1 | $757K | Buy |
+7,540
| New | +$757K | 0.2% | 121 |
|
|
2023
Q3 | – | Sell |
-21,394
| Closed | -$1.75M | – | 181 |
|
|
2023
Q2 | $1.75M | Buy |
21,394
+9,199
| +75% | +$751K | 0.32% | 93 |
|
|
2023
Q1 | $1.05M | Buy |
+12,195
| New | +$1.05M | 0.21% | 115 |
|