JT Stratford LLC’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
Q2 | – | Sell |
-3,179
| Closed | -$274K | – | 272 |
|
|
2024
Q1 | $274K | Buy |
3,179
+18
| +0.6% | +$1.55K | 0.05% | 231 |
|
|
2023
Q4 | $257K | Buy |
3,161
+215
| +7% | +$17.5K | 0.06% | 220 |
|
|
2023
Q3 | $222K | Buy |
+2,946
| New | +$222K | 0.06% | 219 |
|
|
2020
Q3 | – | Sell |
-2,583
| Closed | -$206K | – | 153 |
|
|
2020
Q2 | $206K | Buy |
+2,583
| New | +$206K | 0.11% | 142 |
|