Cassady Schiller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $124K | Buy |
1,349
+5
| +0.4% | +$461 | 0.05% | 149 |
|
|
2024
Q3 | $138K | Hold |
1,344
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $118K | Sell |
1,344
-600
| -31% | -$52.6K | 0.05% | 146 |
|
|
2024
Q1 | $167K | Buy |
1,944
+24
| +1% | +$2.07K | 0.07% | 128 |
|
|
2023
Q4 | $156K | Hold |
1,920
| – | – | 0.08% | 127 |
|
|
2023
Q3 | $144K | Sell |
1,920
-125
| -6% | -$9.4K | 0.08% | 127 |
|
|
2023
Q2 | $172K | Hold |
2,045
| – | – | 0.09% | 113 |
|
|
2023
Q1 | $186K | Sell |
2,045
-67
| -3% | -$6.1K | 0.09% | 108 |
|
|
2022
Q4 | $201K | Buy |
+2,112
| New | +$201K | 0.12% | 98 |
|
|
2022
Q3 | – | Sell |
-2,125
| Closed | -$204K | – | 105 |
|
|
2022
Q2 | $204K | Hold |
2,125
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $212K | Buy |
2,125
+1,192
| +128% | +$119K | 0.1% | 107 |
|
|
2021
Q4 | $83K | Buy |
+933
| New | +$83K | 0.05% | 151 |
|