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Avantra Family Wealth’s American Electric Power AEP Stock Holding History

Avantra Family Wealth’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$352K Sell
3,393
-2
-0.1% -$208 0.29% 95
2025
Q1 		$371K Sell
3,395
-1,566
-32% -$171K 0.36% 99
2024
Q4 		$458K Buy
+4,961
New +$458K 0.43% 87