Detalus Advisors’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
Q2 | – | Sell |
-5,500
| Closed | -$549K | – | 121 |
|
|
2022
Q1 | $549K | Hold |
5,500
| – | – | 0.29% | 59 |
|
|
2021
Q4 | $489K | Hold |
5,500
| – | – | 0.23% | 68 |
|
|
2021
Q3 | $446K | Hold |
5,500
| – | – | 0.23% | 72 |
|
|
2021
Q2 | $465K | Hold |
5,500
| – | – | 0.25% | 69 |
|
|
2021
Q1 | $466K | Buy |
+5,500
| New | +$466K | 0.27% | 66 |
|