Cordatus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,013
| Closed | -$422K | – | 64 |
|
|
2023
Q2 | $422K | Buy |
+5,013
| New | +$422K | 0.16% | 103 |
|
|
2020
Q1 | – | Sell |
-6,171
| Closed | -$583K | – | 94 |
|
|
2019
Q4 | $583K | Sell |
6,171
-1,920
| -24% | -$181K | 0.29% | 101 |
|
|
2019
Q3 | $758K | Sell |
8,091
-448
| -5% | -$42K | 0.4% | 89 |
|
|
2019
Q2 | $752K | Sell |
8,539
-384
| -4% | -$33.8K | 0.44% | 74 |
|
|
2019
Q1 | $747K | Sell |
8,923
-96
| -1% | -$8.04K | 0.41% | 77 |
|
|
2018
Q4 | $674K | Buy |
+9,019
| New | +$674K | 0.48% | 52 |
|