Algert Global’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
Q1 | – | Sell |
-3,195
| Closed | -$259K | – | 1062 |
|
2023
Q4 | $259K | Hold |
3,195
| – | – | 0.01% | 966 |
|
2023
Q3 | $240K | Buy |
+3,195
| New | +$240K | 0.01% | 927 |
|
2023
Q1 | – | Sell |
-3,310
| Closed | -$314K | – | 1123 |
|
2022
Q4 | $314K | Buy |
+3,310
| New | +$314K | 0.02% | 923 |
|
2022
Q3 | – | Sell |
-2,352
| Closed | -$226K | – | 1161 |
|
2022
Q2 | $226K | Sell |
2,352
-3,115
| -57% | -$299K | 0.02% | 991 |
|
2022
Q1 | $545K | Buy |
+5,467
| New | +$545K | 0.04% | 776 |
|
2020
Q2 | – | Sell |
-6,380
| Closed | -$510K | – | 413 |
|
2020
Q1 | $510K | Buy |
+6,380
| New | +$510K | 0.22% | 165 |
|