Disciplined 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
Q3 | – | Sell |
-450
| Closed | -$37.9K | – | 139 |
|
|
2023
Q2 | $37.9K | Sell |
450
-2
| -0.4% | -$168 | 0.02% | 223 |
|
|
2023
Q1 | $41.1K | Sell |
452
-3
| -0.7% | -$273 | 0.02% | 244 |
|
|
2022
Q4 | $43.2K | Sell |
455
-5
| -1% | -$475 | 0.02% | 222 |
|
|
2022
Q3 | $40K | Buy |
460
+1
| +0.2% | +$87 | 0.02% | 239 |
|
|
2022
Q2 | $44K | Sell |
459
-509
| -53% | -$48.8K | 0.02% | 230 |
|
|
2022
Q1 | $97K | Buy |
968
+27
| +3% | +$2.71K | 0.04% | 173 |
|
|
2021
Q4 | $84K | Buy |
941
+5
| +0.5% | +$446 | 0.04% | 165 |
|
|
2021
Q3 | $76K | Buy |
936
+4
| +0.4% | +$325 | 0.04% | 160 |
|
|
2021
Q2 | $79K | Buy |
932
+5
| +0.5% | +$424 | 0.04% | 154 |
|
|
2021
Q1 | $79K | Buy |
927
+5
| +0.5% | +$426 | 0.05% | 146 |
|
|
2020
Q4 | $77K | Buy |
922
+4
| +0.4% | +$334 | 0.05% | 127 |
|
|
2020
Q3 | $75K | Buy |
918
+4
| +0.4% | +$327 | 0.06% | 132 |
|
|
2020
Q2 | $73K | Buy |
914
+4
| +0.4% | +$319 | 0.06% | 136 |
|
|
2020
Q1 | $73K | Buy |
910
+788
| +646% | +$63.2K | 0.07% | 124 |
|
|
2019
Q4 | $12K | Buy |
+122
| New | +$12K | 0.01% | 277 |
|