Ground Swell Capital’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
Q3 | – | Sell |
-5,751
| Closed | -$505K | – | 149 |
|
|
2024
Q2 | $505K | Sell |
5,751
-2,955
| -34% | -$259K | 0.39% | 25 |
|
|
2024
Q1 | $750K | Buy |
+8,706
| New | +$750K | 0.68% | 10 |
|
|
2022
Q4 | – | Sell |
-3,575
| Closed | -$309K | – | 82 |
|
|
2022
Q3 | $309K | Sell |
3,575
-1,732
| -33% | -$150K | 0.88% | 29 |
|
|
2022
Q2 | $509K | Buy |
+5,307
| New | +$509K | 0.93% | 17 |
|
|
2021
Q3 | – | Sell |
-9,217
| Closed | -$780K | – | 68 |
|
|
2021
Q2 | $780K | Buy |
+9,217
| New | +$780K | 3.71% | 4 |
|
|
2021
Q1 | – | Sell |
-3,109
| Closed | -$259K | – | 100 |
|
|
2020
Q4 | $259K | Buy |
+3,109
| New | +$259K | 0.99% | 31 |
|
|
2014
Q3 | $48K | Buy |
+910
| New | +$48K | 0.09% | 227 |
|