Granite Bay 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
-60,546
Closed -$4.69M 79
2023
Q4
$4.69M Sell
60,546
-11,400
-16% -$884K 0.04% 113
2023
Q3
$5.85M Buy
+71,946
New +$5.85M 0.06% 103