Hudson Valley Investment Advisors’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
Q1 | – | Sell |
-5,050
| Closed | -$479K | – | 211 |
|
|
2022
Q4 | $479K | Hold |
5,050
| – | – | 0.07% | 140 |
|
|
2022
Q3 | $437K | Sell |
5,050
-292
| -5% | -$25.3K | 0.07% | 147 |
|
|
2022
Q2 | $513K | Buy |
5,342
+313
| +6% | +$30.1K | 0.08% | 137 |
|
|
2022
Q1 | $502K | Sell |
5,029
-1,545
| -24% | -$154K | 0.07% | 141 |
|
|
2021
Q4 | $585K | Buy |
6,574
+1,365
| +26% | +$121K | 0.09% | 119 |
|
|
2021
Q3 | $423K | Buy |
+5,209
| New | +$423K | 0.07% | 129 |
|