Hotaling Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.51M | Buy |
15,937
+66
| +0.4% | +$6.27K | 0.68% | 49 |
|
|
2022
Q3 | $1.37M | Buy |
+15,871
| New | +$1.37M | 0.66% | 51 |
|
|
2021
Q1 | – | Sell |
-43,243
| Closed | -$3.6M | – | 114 |
|
|
2020
Q4 | $3.6M | Buy |
43,243
+8,422
| +24% | +$701K | 1.68% | 17 |
|
|
2020
Q3 | $2.85M | Sell |
34,821
-35
| -0.1% | -$2.86K | 1.54% | 20 |
|
|
2020
Q2 | $2.78M | Buy |
34,856
+488
| +1% | +$38.9K | 1.6% | 15 |
|
|
2020
Q1 | $2.75M | Buy |
34,368
+14,162
| +70% | +$1.13M | 2.05% | 13 |
|
|
2019
Q4 | $1.91M | Buy |
20,206
+215
| +1% | +$20.3K | 1.1% | 30 |
|
|
2019
Q3 | $1.87M | Buy |
19,991
+8,313
| +71% | +$779K | 1.2% | 28 |
|
|
2019
Q2 | $1.03M | Buy |
11,678
+261
| +2% | +$23K | 0.66% | 59 |
|
|
2019
Q1 | $956K | Buy |
11,417
+3,970
| +53% | +$332K | 0.65% | 60 |
|
|
2018
Q4 | $557K | Buy |
+7,447
| New | +$557K | 0.45% | 67 |
|