IA
IFG Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,310
| Closed | -$237K | – | 145 |
|
|
2024
Q3 | $237K | Hold |
2,310
| – | – | 0.05% | 126 |
|
|
2024
Q2 | $203K | Buy |
+2,310
| New | +$203K | 0.05% | 132 |
|
|
2023
Q2 | – | Sell |
-2,310
| Closed | -$210K | – | 118 |
|
|
2023
Q1 | $210K | Hold |
2,310
| – | – | 0.08% | 116 |
|
|
2022
Q4 | $219K | Sell |
2,310
-31
| -1% | -$2.94K | 0.1% | 111 |
|
|
2022
Q3 | $202K | Buy |
2,341
+31
| +1% | +$2.68K | 0.1% | 102 |
|
|
2022
Q2 | $222K | Hold |
2,310
| – | – | 0.11% | 97 |
|
|
2022
Q1 | $230K | Hold |
2,310
| – | – | 0.1% | 97 |
|
|
2021
Q4 | $206K | Buy |
+2,310
| New | +$206K | 0.09% | 100 |
|
|
2020
Q1 | – | Sell |
-2,382
| Closed | -$225K | – | 83 |
|
|
2019
Q4 | $225K | Hold |
2,382
| – | – | 0.19% | 60 |
|
|
2019
Q3 | $223K | Buy |
+2,382
| New | +$223K | 0.21% | 61 |
|