Impact Partnership Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,577
| Closed | -$791K | – | 263 |
|
|
2024
Q4 | $791K | Buy |
+8,577
| New | +$791K | 0.16% | 77 |
|
|
2024
Q2 | – | Sell |
-950
| Closed | -$81.8K | – | 224 |
|
|
2024
Q1 | $81.8K | Sell |
950
-188
| -17% | -$16.2K | 0.03% | 276 |
|
|
2023
Q4 | $92.5K | Sell |
1,138
-1,055
| -48% | -$85.7K | 0.03% | 262 |
|
|
2023
Q3 | $165K | Buy |
2,193
+2,067
| +1,640% | +$155K | 0.05% | 212 |
|
|
2023
Q2 | $10.6K | Buy |
+126
| New | +$10.6K | ﹤0.01% | 419 |
|