Aveo Capital Partners’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
Q4 | – | Sell |
-1,962
| Closed | -$201K | – | 338 |
|
2024
Q3 | $201K | Sell |
1,962
-365
| -16% | -$37.4K | 0.02% | 334 |
|
2024
Q2 | $204K | Sell |
2,327
-347
| -13% | -$30.4K | 0.02% | 310 |
|
2024
Q1 | $237K | Buy |
2,674
+45
| +2% | +$3.99K | 0.03% | 325 |
|
2023
Q4 | $214K | Sell |
2,629
-835
| -24% | -$67.8K | 0.03% | 320 |
|
2023
Q3 | $261K | Sell |
3,464
-153
| -4% | -$11.5K | 0.03% | 284 |
|
2023
Q2 | $305K | Buy |
3,617
+305
| +9% | +$25.7K | 0.04% | 269 |
|
2023
Q1 | $301K | Buy |
3,312
+243
| +8% | +$22.1K | 0.04% | 264 |
|
2022
Q4 | $291K | Buy |
3,069
+732
| +31% | +$69.5K | 0.04% | 263 |
|
2022
Q3 | $202K | Buy |
+2,337
| New | +$202K | 0.03% | 260 |
|