IIM
InTrack Investment Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,436
| Closed | -$785K | – | 132 |
|
|
2023
Q3 | $785K | Sell |
10,436
-664
| -6% | -$49.9K | 0.69% | 45 |
|
|
2023
Q2 | $935K | Sell |
11,100
-359
| -3% | -$30.2K | 0.76% | 42 |
|
|
2023
Q1 | $1.04M | Buy |
11,459
+1,130
| +11% | +$103K | 0.96% | 31 |
|
|
2022
Q4 | $981K | Buy |
10,329
+806
| +8% | +$76.5K | 0.98% | 30 |
|
|
2022
Q3 | $823K | Buy |
9,523
+1,541
| +19% | +$133K | 0.91% | 36 |
|
|
2022
Q2 | $766K | Sell |
7,982
-1,380
| -15% | -$132K | 0.78% | 44 |
|
|
2022
Q1 | $934K | Sell |
9,362
-4,420
| -32% | -$441K | 0.76% | 46 |
|
|
2021
Q4 | $1.23M | Buy |
13,782
+58
| +0.4% | +$5.16K | 0.85% | 45 |
|
|
2021
Q3 | $1.17M | Sell |
13,724
-6,421
| -32% | -$546K | 0.85% | 45 |
|
|
2021
Q2 | $1.72M | Buy |
20,145
+4,995
| +33% | +$426K | 1.35% | 22 |
|
|
2021
Q1 | $1.28M | Sell |
15,150
-2,844
| -16% | -$241K | 1.18% | 34 |
|
|
2020
Q4 | $1.5M | Buy |
+17,994
| New | +$1.5M | 1.49% | 23 |
|