WOSD
WFA of San Diego’s Ameren AEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7K | Buy |
+601
| New | +$57.7K | 0.04% | 186 |
|
|
2024
Q3 | $66.4K | Hold |
760
| – | – | 0.06% | 158 |
|
|
2024
Q2 | $54K | Buy |
+760
| New | +$54K | 0.05% | 172 |
|
|
2023
Q3 | $56.9K | Hold |
760
| – | – | 0.06% | 159 |
|
|
2023
Q2 | $62.1K | Buy |
+760
| New | +$62.1K | 0.06% | 151 |
|
|
2023
Q1 | – | Sell |
-860
| Closed | -$76.5K | – | 79 |
|
|
2022
Q4 | $76.5K | Buy |
+860
| New | +$76.5K | 0.06% | 154 |
|