B.O.S.S. Retirement Advisors’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 |
-15,981
| Closed | -$1.64M | – | 178 |
|
|
2024
Q3 | $1.64M | Buy |
15,981
+471
| +3% | +$48.3K | 0.33% | 85 |
|
|
2024
Q2 | $1.36M | Buy |
15,510
+602
| +4% | +$52.8K | 0.35% | 82 |
|
|
2024
Q1 | $1.21M | Sell |
14,908
-1,806
| -11% | -$147K | 0.46% | 86 |
|
|
2023
Q4 | $1.36M | Sell |
16,714
-1,297
| -7% | -$105K | 0.26% | 130 |
|
|
2023
Q3 | $1.35M | Sell |
18,011
-1,322
| -7% | -$99.4K | 0.29% | 131 |
|
|
2023
Q2 | $1.63M | Sell |
19,333
-2,037
| -10% | -$172K | 0.35% | 112 |
|
|
2023
Q1 | $1.94M | Buy |
21,370
+1,888
| +10% | +$172K | 0.46% | 80 |
|
|
2022
Q4 | $1.85M | Buy |
+19,482
| New | +$1.85M | 0.47% | 81 |
|