Abacus Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,785
| Closed | -$257K | – | 86 |
|
|
2023
Q1 | $257K | Buy |
2,785
+604
| +28% | +$55.6K | 0.08% | 73 |
|
|
2022
Q4 | $207K | Buy |
+2,181
| New | +$207K | 0.07% | 78 |
|
|
2022
Q3 | – | Sell |
-2,175
| Closed | -$209K | – | 76 |
|
|
2022
Q2 | $209K | Buy |
2,175
+4
| +0.2% | +$384 | 0.11% | 73 |
|
|
2022
Q1 | $217K | Sell |
2,171
-1,154
| -35% | -$115K | 0.1% | 79 |
|
|
2021
Q4 | $296K | Sell |
3,325
-542
| -14% | -$48.2K | 0.1% | 79 |
|
|
2021
Q3 | $314K | Sell |
3,867
-353
| -8% | -$28.7K | 0.12% | 72 |
|
|
2021
Q2 | $357K | Hold |
4,220
| – | – | 0.14% | 59 |
|
|
2021
Q1 | $357K | Buy |
4,220
+407
| +11% | +$34.5K | 0.25% | 54 |
|
|
2020
Q4 | $317K | Buy |
+3,813
| New | +$317K | 0.28% | 54 |
|