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Advisor Partners II’s American Electric Power AEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.19M Sell
15,807
-208
-1% -$15.6K 0.05% 419
2023
Q2
$1.35M Sell
16,015
-2,630
-14% -$221K 0.06% 311
2023
Q1
$1.7M Sell
18,645
-120
-0.6% -$10.9K 0.09% 229
2022
Q4
$1.78M Buy
18,765
+834
+5% +$79.2K 0.11% 203
2022
Q3
$1.55M Buy
+17,931
New +$1.55M 0.12% 183