KCPG
AEPPZ
Kavar Capital Partners Group’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,600
| Closed | -$836K | – | 165 |
|
|
2023
Q1 | $836K | Buy |
+16,600
| New | +$836K | 0.18% | 89 |
|
|
2022
Q3 | – | Sell |
-18,600
| Closed | -$1.01M | – | 164 |
|
|
2022
Q2 | $1.01M | Buy |
+18,600
| New | +$1.01M | 0.23% | 82 |
|
|
2021
Q4 | – | Sell |
-17,100
| Closed | -$850K | – | 176 |
|
|
2021
Q3 | $850K | Buy |
+17,100
| New | +$850K | 0.19% | 96 |
|
|
2021
Q1 | – | Sell |
-14,600
| Closed | -$739K | – | 157 |
|
|
2020
Q4 | $739K | Buy |
14,600
+2,850
| +24% | +$144K | 0.21% | 91 |
|
|
2020
Q3 | $576K | Buy |
+11,750
| New | +$576K | 0.19% | 90 |
|