Boston Trust Walden’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,138
| Closed | -$205K | – | 356 |
|
|
2022
Q2 | $205K | Sell |
2,138
-1,000
| -32% | -$95.9K | ﹤0.01% | 362 |
|
|
2022
Q1 | $313K | Sell |
3,138
-1,418
| -31% | -$141K | ﹤0.01% | 342 |
|
|
2021
Q4 | $405K | Buy |
4,556
+640
| +16% | +$56.9K | ﹤0.01% | 344 |
|
|
2021
Q3 | $318K | Buy |
3,916
+98
| +3% | +$7.96K | ﹤0.01% | 349 |
|
|
2021
Q2 | $323K | Buy |
+3,818
| New | +$323K | ﹤0.01% | 350 |
|