BTR 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 | $207K | Hold |
2,389
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $229K | Sell |
2,389
-48
| -2% | -$4.6K | 0.03% | 150 |
|
|
2022
Q1 | $243K | Buy |
+2,437
| New | +$243K | 0.03% | 151 |
|
|
2017
Q2 | – | Sell |
-5,380
| Closed | -$361K | – | 151 |
|
|
2017
Q1 | $361K | Buy |
5,380
+450
| +9% | +$30.2K | 0.08% | 114 |
|
|
2016
Q4 | $317K | Hold |
4,930
| – | – | 0.07% | 131 |
|
|
2016
Q3 | $317K | Buy |
+4,930
| New | +$317K | 0.07% | 131 |
|