9258 Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $513K | Buy |
5,004
+28
| +0.6% | +$2.87K | 0.08% | 197 |
|
|
2024
Q2 | $437K | Buy |
4,976
+9
| +0.2% | +$790 | 0.07% | 212 |
|
|
2024
Q1 | $428K | Buy |
4,967
+10
| +0.2% | +$861 | 0.07% | 216 |
|
|
2023
Q4 | $403K | Sell |
4,957
-484
| -9% | -$39.3K | 0.07% | 214 |
|
|
2023
Q3 | $409K | Buy |
5,441
+12
| +0.2% | +$903 | 0.08% | 201 |
|
|
2023
Q2 | $457K | Buy |
5,429
+10
| +0.2% | +$842 | 0.09% | 193 |
|
|
2023
Q1 | $493K | Sell |
5,419
-657
| -11% | -$59.8K | 0.1% | 179 |
|
|
2022
Q4 | $577K | Buy |
6,076
+122
| +2% | +$11.6K | 0.12% | 155 |
|
|
2022
Q3 | $515K | Buy |
5,954
+660
| +12% | +$57.1K | 0.13% | 165 |
|
|
2022
Q2 | $508K | Buy |
5,294
+610
| +13% | +$58.5K | 0.13% | 172 |
|
|
2022
Q1 | $467K | Buy |
4,684
+17
| +0.4% | +$1.7K | 0.11% | 202 |
|
|
2021
Q4 | $415K | Buy |
4,667
+387
| +9% | +$34.4K | 0.1% | 226 |
|
|
2021
Q3 | $347K | Buy |
4,280
+8
| +0.2% | +$649 | 0.09% | 232 |
|
|
2021
Q2 | $361K | Buy |
4,272
+300
| +8% | +$25.4K | 0.1% | 220 |
|
|
2021
Q1 | $336K | Buy |
3,972
+20
| +0.5% | +$1.69K | 0.1% | 216 |
|
|
2020
Q4 | $329K | Sell |
3,952
-112
| -3% | -$9.32K | 0.11% | 213 |
|
|
2020
Q3 | $366K | Sell |
4,064
-202
| -5% | -$18.2K | 0.14% | 173 |
|
|
2020
Q2 | $340K | Sell |
4,266
-379
| -8% | -$30.2K | 0.14% | 180 |
|
|
2020
Q1 | $388K | Sell |
4,645
-812
| -15% | -$67.8K | 0.17% | 151 |
|
|
2019
Q4 | $516K | Buy |
+5,457
| New | +$516K | 0.19% | 142 |
|