Frisch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,701
| Closed | -$203K | – | 127 |
|
|
2023
Q3 | $203K | Buy |
+2,701
| New | +$203K | 0.08% | 114 |
|
|
2023
Q1 | – | Sell |
-2,649
| Closed | -$252K | – | 115 |
|
|
2022
Q4 | $252K | Buy |
2,649
+22
| +0.8% | +$2.09K | 0.09% | 110 |
|
|
2022
Q3 | $227K | Buy |
2,627
+20
| +0.8% | +$1.73K | 0.1% | 103 |
|
|
2022
Q2 | $250K | Buy |
2,607
+20
| +0.8% | +$1.92K | 0.1% | 104 |
|
|
2022
Q1 | $258K | Buy |
2,587
+21
| +0.8% | +$2.09K | 0.08% | 119 |
|
|
2021
Q4 | $228K | Buy |
2,566
+24
| +0.9% | +$2.13K | 0.07% | 141 |
|
|
2021
Q3 | $206K | Buy |
2,542
+21
| +0.8% | +$1.7K | 0.07% | 141 |
|
|
2021
Q2 | $213K | Buy |
2,521
+22
| +0.9% | +$1.86K | 0.07% | 142 |
|
|
2021
Q1 | $212K | Buy |
+2,499
| New | +$212K | 0.07% | 141 |
|