Burney Company’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
Q2 | – | Sell |
-2,206
| Closed | -$201K | – | 574 |
|
|
2023
Q1 | $201K | Buy |
+2,206
| New | +$201K | 0.01% | 544 |
|
|
2022
Q2 | – | Sell |
-2,540
| Closed | -$253K | – | 542 |
|
|
2022
Q1 | $253K | Buy |
2,540
+107
| +4% | +$10.7K | 0.01% | 522 |
|
|
2021
Q4 | $216K | Buy |
+2,433
| New | +$216K | 0.01% | 558 |
|
|
2021
Q3 | – | Sell |
-2,433
| Closed | -$206K | – | 571 |
|
|
2021
Q2 | $206K | Buy |
2,433
+65
| +3% | +$5.5K | 0.01% | 571 |
|
|
2021
Q1 | $201K | Buy |
+2,368
| New | +$201K | 0.01% | 548 |
|
|
2020
Q4 | – | Sell |
-2,468
| Closed | -$202K | – | 522 |
|
|
2020
Q3 | $202K | Buy |
+2,468
| New | +$202K | 0.01% | 481 |
|
|
2018
Q1 | – | Sell |
-4,410
| Closed | -$324K | – | 411 |
|
|
2017
Q4 | $324K | Buy |
+4,410
| New | +$324K | 0.02% | 335 |
|