WR Wealth Planners’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $88.1K | Sell |
988
-1,391
| -58% | -$124K | 0.03% | 250 |
|
|
2024
Q3 | $208K | Sell |
2,379
-93
| -4% | -$8.14K | 0.06% | 177 |
|
|
2024
Q2 | $176K | Hold |
2,472
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $183K | Buy |
+2,472
| New | +$183K | 0.06% | 184 |
|
|
2023
Q4 | – | Sell |
-2,472
| Closed | -$185K | – | 199 |
|
|
2023
Q3 | $185K | Buy |
2,472
+78
| +3% | +$5.84K | 0.07% | 181 |
|
|
2023
Q2 | $196K | Hold |
2,394
| – | – | 0.08% | 172 |
|
|
2023
Q1 | $207K | Buy |
2,394
+108
| +5% | +$9.33K | 0.09% | 152 |
|
|
2022
Q4 | $203K | Buy |
2,286
+1,514
| +196% | +$135K | 0.13% | 112 |
|
|
2022
Q3 | $62.2K | Buy |
772
+2
| +0.3% | +$161 | 0.04% | 152 |
|
|
2022
Q2 | $69.5K | Buy |
770
+3
| +0.4% | +$271 | 0.05% | 149 |
|
|
2022
Q1 | $71.9K | Buy |
+767
| New | +$71.9K | 0.04% | 150 |
|