Drake & Associates’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 | – | Sell |
-5,685
| Closed | -$428K | – | 74 |
|
|
2023
Q3 | $428K | Buy |
5,685
+1,573
| +38% | +$118K | 0.19% | 48 |
|
|
2023
Q2 | $346K | Buy |
4,112
+131
| +3% | +$11K | 0.15% | 52 |
|
|
2023
Q1 | $362K | Buy |
3,981
+137
| +4% | +$12.5K | 0.18% | 44 |
|
|
2022
Q4 | $365K | Buy |
3,844
+559
| +17% | +$53.1K | 0.19% | 43 |
|
|
2022
Q3 | $284K | Buy |
3,285
+401
| +14% | +$34.7K | 0.16% | 35 |
|
|
2022
Q2 | $277K | Buy |
+2,884
| New | +$277K | 0.16% | 42 |
|