Finer 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
Q1 | – | Sell |
-2,762
| Closed | -$224K | – | 78 |
|
|
2023
Q4 | $224K | Sell |
2,762
-237
| -8% | -$19.2K | 0.17% | 75 |
|
|
2023
Q3 | $226K | Sell |
2,999
-170
| -5% | -$12.8K | 0.18% | 77 |
|
|
2023
Q2 | $267K | Sell |
3,169
-1,360
| -30% | -$115K | 0.21% | 74 |
|
|
2023
Q1 | $412K | Sell |
4,529
-6
| -0.1% | -$546 | 0.35% | 56 |
|
|
2022
Q4 | $431K | Sell |
4,535
-10
| -0.2% | -$949 | 0.4% | 57 |
|
|
2022
Q3 | $393K | Hold |
4,545
| – | – | 0.39% | 58 |
|
|
2022
Q2 | $436K | Sell |
4,545
-541
| -11% | -$51.9K | 0.4% | 56 |
|
|
2022
Q1 | $507K | Sell |
5,086
-1,282
| -20% | -$128K | 0.41% | 51 |
|
|
2021
Q4 | $567K | Buy |
+6,368
| New | +$567K | 0.47% | 50 |
|