Executive Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.58M | Sell |
17,111
-313
| -2% | -$28.9K | 0.12% | 120 |
|
|
2024
Q3 | $1.79M | Buy |
+17,424
| New | +$1.79M | 0.14% | 120 |
|
|
2024
Q2 | – | Sell |
-13,285
| Closed | -$1.12M | – | 121 |
|
|
2024
Q1 | $1.12M | Buy |
13,285
+2,875
| +28% | +$243K | 0.1% | 121 |
|
|
2023
Q4 | $846K | Buy |
+10,410
| New | +$846K | 0.08% | 123 |
|
|
2019
Q3 | – | Sell |
-813
| Closed | -$72K | – | 145 |
|
|
2019
Q2 | $72K | Buy |
813
+137
| +20% | +$12.1K | 0.01% | 244 |
|
|
2019
Q1 | $57K | Sell |
676
-591
| -47% | -$49.8K | 0.01% | 244 |
|
|
2018
Q4 | $95K | Buy |
+1,267
| New | +$95K | 0.02% | 206 |
|