ICA Group 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $29.7K | Sell |
339
-4,069
| -92% | -$357K | 0.02% | 303 |
|
2024
Q1 | $380K | Sell |
4,408
-66
| -1% | -$5.68K | 0.08% | 199 |
|
2023
Q4 | $363K | Buy |
4,474
+1,542
| +53% | +$125K | 0.08% | 185 |
|
2023
Q3 | $220K | Buy |
2,932
+27
| +0.9% | +$2.03K | 0.06% | 210 |
|
2023
Q2 | $245K | Sell |
2,905
-1,237
| -30% | -$104K | 0.06% | 198 |
|
2023
Q1 | $377K | Sell |
4,142
-21
| -0.5% | -$1.91K | 0.09% | 180 |
|
2022
Q4 | $395K | Sell |
4,163
-1,162
| -22% | -$110K | 0.09% | 181 |
|
2022
Q3 | $460K | Buy |
5,325
+39
| +0.7% | +$3.37K | 0.1% | 203 |
|
2022
Q2 | $555K | Hold |
5,286
| – | – | 0.1% | 186 |
|
2022
Q1 | $539K | Buy |
+5,286
| New | +$539K | 0.1% | 184 |
|