Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $161K | Buy |
1,991
+659
| +49% | +$53.3K | 0.03% | 315 |
|
|
2021
Q2 | $112K | Buy |
1,332
+562
| +73% | +$47.3K | 0.02% | 354 |
|
|
2021
Q1 | $65K | Sell |
770
-68
| -8% | -$5.74K | 0.01% | 394 |
|
|
2020
Q4 | $69K | Buy |
838
+100
| +14% | +$8.23K | 0.02% | 328 |
|
|
2020
Q3 | $60K | Sell |
738
-2
| -0.3% | -$163 | 0.02% | 300 |
|
|
2020
Q2 | $58K | Buy |
740
+212
| +40% | +$16.6K | 0.02% | 299 |
|
|
2020
Q1 | $42K | Buy |
528
+247
| +88% | +$19.6K | 0.01% | 320 |
|
|
2019
Q4 | $26K | Sell |
281
-498
| -64% | -$46.1K | 0.01% | 459 |
|
|
2019
Q3 | $72K | Hold |
779
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $68K | Buy |
779
+567
| +267% | +$49.5K | 0.02% | 256 |
|
|
2019
Q1 | $17K | Hold |
212
| – | – | 0.01% | 488 |
|
|
2018
Q4 | $14K | Buy |
+212
| New | +$14K | 0.01% | 444 |
|