Arcadia Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-64
| Closed | -$6.08K | – | 356 |
|
|
2022
Q4 | $6.08K | Hold |
64
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 260 |
|
|
2022
Q2 | $6K | Hold |
64
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 269 |
|
|
2021
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 260 |
|
|
2021
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 275 |
|
|
2018
Q4 | – | Sell |
-388
| Closed | -$28K | – | 276 |
|
|
2018
Q3 | $28K | Hold |
388
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $27K | Hold |
388
| – | – | 0.01% | 266 |
|
|
2018
Q1 | $27K | Sell |
388
-94
| -20% | -$6.54K | 0.01% | 266 |
|
|
2017
Q4 | $35K | Hold |
482
| – | – | 0.01% | 254 |
|
|
2017
Q3 | $34K | Sell |
482
-790
| -62% | -$55.7K | 0.01% | 251 |
|
|
2017
Q2 | $88K | Buy |
1,272
+215
| +20% | +$14.9K | 0.03% | 171 |
|
|
2017
Q1 | $71K | Sell |
1,057
-75
| -7% | -$5.04K | 0.02% | 187 |
|
|
2016
Q4 | $71K | Buy |
1,132
+250
| +28% | +$15.7K | 0.02% | 178 |
|
|
2016
Q3 | $57K | Hold |
882
| – | – | 0.02% | 185 |
|
|
2016
Q2 | $62K | Hold |
882
| – | – | 0.02% | 179 |
|
|
2016
Q1 | $59K | Buy |
882
+169
| +24% | +$11.3K | 0.02% | 158 |
|
|
2015
Q4 | $42K | Buy |
+713
| New | +$42K | 0.01% | 176 |
|