Wetzel Investment 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 | – | Sell |
-2,000
| Closed | -$201K | – | 124 |
|
|
2025
Q1 | $201K | Buy |
+2,000
| New | +$201K | 0.1% | 120 |
|
|
2024
Q3 | – | Sell |
-2,006
| Closed | -$148K | – | 135 |
|
|
2024
Q2 | $148K | Hold |
2,006
| – | – | 0.08% | 142 |
|
|
2024
Q1 | $145K | Hold |
2,006
| – | – | 0.09% | 145 |
|
|
2023
Q4 | $145K | Buy |
+2,006
| New | +$145K | 0.09% | 139 |
|