Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $919K | Buy |
9,674
+31
| +0.3% | +$2.94K | 0.54% | 43 |
|
|
2022
Q3 | $834K | Buy |
9,643
+31
| +0.3% | +$2.68K | 0.63% | 45 |
|
|
2022
Q2 | $922K | Buy |
9,612
+31
| +0.3% | +$2.97K | 0.62% | 46 |
|
|
2022
Q1 | $956K | Buy |
9,581
+33
| +0.3% | +$3.29K | 0.58% | 48 |
|
|
2021
Q4 | $850K | Buy |
9,548
+37
| +0.4% | +$3.29K | 0.51% | 58 |
|
|
2021
Q3 | $772K | Buy |
9,511
+33
| +0.3% | +$2.68K | 0.49% | 57 |
|
|
2021
Q2 | $802K | Sell |
9,478
-343
| -3% | -$29K | 0.51% | 56 |
|
|
2021
Q1 | $832K | Buy |
9,821
+41
| +0.4% | +$3.47K | 0.58% | 50 |
|
|
2020
Q4 | $814K | Sell |
9,780
-271
| -3% | -$22.6K | 0.6% | 47 |
|
|
2020
Q3 | $821K | Sell |
10,051
-412
| -4% | -$33.7K | 0.68% | 41 |
|
|
2020
Q2 | $833K | Sell |
10,463
-264
| -2% | -$21K | 0.77% | 36 |
|
|
2020
Q1 | $858K | Sell |
10,727
-82
| -0.8% | -$6.56K | 0.96% | 29 |
|
|
2019
Q4 | $1.02M | Buy |
10,809
+264
| +3% | +$25K | 0.96% | 32 |
|
|
2019
Q3 | $988K | Buy |
10,545
+35
| +0.3% | +$3.28K | 0.99% | 31 |
|
|
2019
Q2 | $925K | Buy |
10,510
+255
| +2% | +$22.4K | 0.93% | 33 |
|
|
2019
Q1 | $858K | Sell |
10,255
-516
| -5% | -$43.2K | 0.76% | 39 |
|
|
2018
Q4 | $805K | Buy |
10,771
+43
| +0.4% | +$3.21K | 0.82% | 34 |
|
|
2018
Q3 | $760K | Sell |
10,728
-359
| -3% | -$25.4K | 0.69% | 41 |
|
|
2018
Q2 | $768K | Sell |
11,087
-280
| -2% | -$19.4K | 0.75% | 40 |
|
|
2018
Q1 | $780K | Sell |
11,367
-272
| -2% | -$18.7K | 0.78% | 41 |
|
|
2017
Q4 | $856K | Buy |
+11,639
| New | +$856K | 0.81% | 41 |
|