Brasada Capital Management’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
-5,000
Closed -$480K 122
2022
Q2
$480K Buy
+5,000
New +$480K 0.11% 108
2021
Q1
Sell
-15,948
Closed -$1.33M 154
2020
Q4
$1.33M Sell
15,948
-3,403
-18% -$283K 0.3% 70
2020
Q3
$1.58M Buy
19,351
+383
+2% +$31.3K 0.4% 63
2020
Q2
$1.51M Buy
18,968
+5,326
+39% +$424K 0.42% 59
2020
Q1
$1.09M Buy
13,642
+2,562
+23% +$205K 0.39% 55
2019
Q4
$1.05M Buy
+11,080
New +$1.05M 0.26% 74