Berger Financial Group’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 |
-2,136
| Closed | -$203K | – | 269 |
|
|
2022
Q4 | $203K | Buy |
+2,136
| New | +$203K | 0.03% | 249 |
|
|
2022
Q3 | – | Sell |
-2,254
| Closed | -$216K | – | 234 |
|
|
2022
Q2 | $216K | Hold |
2,254
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $225K | Hold |
2,254
| – | – | 0.03% | 246 |
|
|
2021
Q4 | $201K | Buy |
+2,254
| New | +$201K | 0.03% | 250 |
|