Ipswich Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$209K | – | 188 |
|
|
2022
Q4 | $209K | Buy |
+2,200
| New | +$209K | 0.06% | 173 |
|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$211K | – | 172 |
|
|
2022
Q2 | $211K | Hold |
2,200
| – | – | 0.06% | 169 |
|
|
2022
Q1 | $219K | Buy |
+2,200
| New | +$219K | 0.05% | 182 |
|
|
2020
Q2 | – | Sell |
-2,700
| Closed | -$216K | – | 164 |
|
|
2020
Q1 | $216K | Hold |
2,700
| – | – | 0.08% | 148 |
|
|
2019
Q4 | $255K | Hold |
2,700
| – | – | 0.08% | 162 |
|
|
2019
Q3 | $253K | Hold |
2,700
| – | – | 0.08% | 159 |
|
|
2019
Q2 | $238K | Hold |
2,700
| – | – | 0.08% | 159 |
|
|
2019
Q1 | $226K | Hold |
2,700
| – | – | 0.07% | 166 |
|
|
2018
Q4 | $202K | Buy |
+2,700
| New | +$202K | 0.07% | 160 |
|
|
2016
Q2 | – | Sell |
-2,700
| Closed | -$176K | – | 143 |
|
|
2016
Q1 | $176K | Buy |
+2,700
| New | +$176K | 0.08% | 132 |
|
|
2014
Q3 | – | Sell |
-5,488
| Closed | -$306K | – | 135 |
|
|
2014
Q2 | $306K | Buy |
+5,488
| New | +$306K | 0.12% | 110 |
|