Charter Oak 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 |
-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% | -$4.24K | ﹤0.01% | 378 |
|
|
2020
Q4 | $35K | Buy |
+416
| New | +$35K | 0.01% | 338 |
|