Wheelhouse Advisory Group’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
5,877
-788
| -12% | -$75.7K | 0.28% | 27 |
|
|
2025
Q1 | $669K | Sell |
6,665
-840
| -11% | -$84.3K | 0.38% | 23 |
|
|
2024
Q4 | $669K | Buy |
7,505
+9
| +0.1% | +$802 | 0.4% | 24 |
|
|
2024
Q3 | $656K | Sell |
7,496
-1,441
| -16% | -$126K | 0.42% | 23 |
|
|
2024
Q2 | $639K | Buy |
+8,937
| New | +$639K | 0.45% | 22 |
|