GSB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,366
| Closed | -$368K | – | 194 |
|
|
2023
Q2 | $368K | Buy |
4,366
+96
| +2% | +$8.08K | 0.12% | 153 |
|
|
2023
Q1 | $388K | Sell |
4,270
-3,085
| -42% | -$281K | 0.13% | 156 |
|
|
2022
Q4 | $698K | Buy |
7,355
+14
| +0.2% | +$1.33K | 0.25% | 120 |
|
|
2022
Q3 | $635K | Sell |
7,341
-286
| -4% | -$24.7K | 0.23% | 127 |
|
|
2022
Q2 | $732K | Buy |
7,627
+5
| +0.1% | +$480 | 0.25% | 127 |
|
|
2022
Q1 | $760K | Buy |
7,622
+15
| +0.2% | +$1.5K | 0.22% | 133 |
|
|
2021
Q4 | $677K | Buy |
7,607
+3,547
| +87% | +$316K | 0.19% | 141 |
|
|
2021
Q3 | $330K | Sell |
4,060
-4,075
| -50% | -$331K | 0.17% | 111 |
|
|
2021
Q2 | $688K | Buy |
8,135
+1,016
| +14% | +$85.9K | 0.21% | 136 |
|
|
2021
Q1 | $603K | Buy |
+7,119
| New | +$603K | 0.2% | 132 |
|
|
2020
Q1 | – | Sell |
-2,250
| Closed | -$213K | – | 41 |
|
|
2019
Q4 | $213K | Hold |
2,250
| – | – | 0.88% | 49 |
|
|
2019
Q3 | $211K | Buy |
+2,250
| New | +$211K | 1.03% | 47 |
|
|
2019
Q2 | – | Sell |
-4,250
| Closed | -$356K | – | 52 |
|
|
2019
Q1 | $356K | Hold |
4,250
| – | – | 1.53% | 24 |
|
|
2018
Q4 | $318K | Hold |
4,250
| – | – | 1.68% | 23 |
|
|
2018
Q3 | $301K | Hold |
4,250
| – | – | 1.24% | 34 |
|
|
2018
Q2 | $294K | Hold |
4,250
| – | – | 1.39% | 31 |
|
|
2018
Q1 | $292K | Hold |
4,250
| – | – | 1.41% | 31 |
|
|
2017
Q4 | $313K | Hold |
4,250
| – | – | 1.41% | 31 |
|
|
2017
Q3 | $299K | Hold |
4,250
| – | – | 1.41% | 31 |
|
|
2017
Q2 | $295K | Hold |
4,250
| – | – | 1.33% | 34 |
|
|
2017
Q1 | $285K | Hold |
4,250
| – | – | 1.21% | 42 |
|
|
2016
Q4 | $268K | Buy |
+4,250
| New | +$268K | 1.05% | 51 |
|