Dynamic Advisor Solutions’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,544
| Closed | -$226K | – | 891 |
|
|
2023
Q2 | $226K | Buy |
4,544
+180
| +4% | +$8.94K | 0.01% | 705 |
|
|
2023
Q1 | $220K | Buy |
4,364
+133
| +3% | +$6.7K | 0.01% | 675 |
|
|
2022
Q4 | $218K | Sell |
4,231
-409
| -9% | -$21.1K | 0.01% | 645 |
|
|
2022
Q3 | $230K | Sell |
4,640
-1,057
| -19% | -$52.4K | 0.02% | 594 |
|
|
2022
Q2 | $309K | Sell |
5,697
-374
| -6% | -$20.3K | 0.02% | 521 |
|
|
2022
Q1 | $339K | Sell |
6,071
-758
| -11% | -$42.3K | 0.02% | 532 |
|
|
2021
Q4 | $359K | Buy |
6,829
+430
| +7% | +$22.6K | 0.03% | 515 |
|
|
2021
Q3 | $318K | Sell |
6,399
-566
| -8% | -$28.1K | 0.02% | 563 |
|
|
2021
Q2 | $357K | Buy |
6,965
+576
| +9% | +$29.5K | 0.03% | 502 |
|
|
2021
Q1 | $312K | Buy |
+6,389
| New | +$312K | 0.03% | 489 |
|