Insigneo Advisory Services’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
Q4 | – | Sell |
-3,058
| Closed | -$314K | – | 627 |
|
|
2024
Q3 | $314K | Sell |
3,058
-534
| -15% | -$54.8K | 0.03% | 436 |
|
|
2024
Q2 | $352K | Sell |
3,592
-532
| -13% | -$52.2K | 0.04% | 370 |
|
|
2024
Q1 | $355K | Sell |
4,124
-798
| -16% | -$68.7K | 0.04% | 344 |
|
|
2023
Q4 | $400K | Buy |
4,922
+1,883
| +62% | +$153K | 0.06% | 275 |
|
|
2023
Q3 | $229K | Buy |
+3,039
| New | +$229K | 0.05% | 340 |
|