Daymark Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
3,554
+1,299
| +58% | +$135K | 0.01% | 414 |
|
|
2025
Q1 | $246K | Sell |
2,255
-86
| -4% | -$9.4K | 0.01% | 450 |
|
|
2024
Q4 | $216K | Sell |
2,341
-573
| -20% | -$52.9K | 0.01% | 471 |
|
|
2024
Q3 | $299K | Buy |
2,914
+89
| +3% | +$9.13K | 0.01% | 425 |
|
|
2024
Q2 | $248K | Buy |
+2,825
| New | +$248K | 0.01% | 438 |
|
|
2023
Q3 | – | Sell |
-2,462
| Closed | -$207K | – | 383 |
|
|
2023
Q2 | $207K | Buy |
+2,462
| New | +$207K | 0.02% | 352 |
|