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Charter Oak Capital Management’s American Electric Power AEP Stock Holding History

Charter Oak Capital Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-366
Closed -$35K – 171
2022
Q2 		$35K Hold
366
– – ﹤0.01% 380
2022
Q1 		$37K Hold
366
– – ﹤0.01% 400
2021
Q4 		$33K Hold
366
– – ﹤0.01% 421
2021
Q3 		$30K Hold
366
– – ﹤0.01% 398
2021
Q2 		$31K Hold
366
– – ﹤0.01% 378
2021
Q1 		$31K Sell
366
-50
-12% -$4.03K ﹤0.01% 378
2020
Q4 		$35K Buy
+416
New +$36.1K 0.01% 338

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