DFPG Investments’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
Q4 | $259K | Sell |
3,109
-297
| -9% | -$24.8K | 0.02% | 548 |
|
|
2023
Q3 | $263K | Sell |
3,406
-91
| -3% | -$7.03K | 0.02% | 502 |
|
|
2023
Q2 | $299K | Buy |
3,497
+677
| +24% | +$57.8K | 0.03% | 472 |
|
|
2023
Q1 | $257K | Buy |
2,820
+279
| +11% | +$25.4K | 0.03% | 462 |
|
|
2022
Q4 | $248K | Buy |
+2,541
| New | +$248K | 0.04% | 390 |
|