Everhart Financial Group’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
Q4
Sell
-2,553
Closed -$220K 182
2022
Q3
$220K Buy
2,553
+103
+4% +$8.88K 0.12% 169
2022
Q2
$236K Buy
+2,450
New +$236K 0.14% 148