Horan Securities’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 |
-116
| Closed | -$9.77K | – | 114 |
|
|
2023
Q2 | $9.77K | Hold |
116
| – | – | ﹤0.01% | 392 |
|
|
2023
Q1 | $10.6K | Hold |
116
| – | – | 0.01% | 368 |
|
|
2022
Q4 | $11K | Hold |
116
| – | – | 0.01% | 363 |
|
|
2022
Q3 | $10K | Buy |
116
+11
| +10% | +$948 | 0.01% | 344 |
|
|
2022
Q2 | $10K | Hold |
105
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $10K | Hold |
105
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $9K | Buy |
+105
| New | +$9K | 0.01% | 335 |
|
|
2021
Q2 | $9K | Hold |
105
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $9K | Sell |
105
-31
| -23% | -$2.66K | 0.01% | 279 |
|
|
2020
Q4 | $11K | Buy |
+136
| New | +$11K | 0.01% | 241 |
|