KCPG
AEPPZ

Kavar Capital Partners Group’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Kavar Capital Partners Group’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,600
Closed -$836K – 165
2023
Q1 		$836K Buy
+16,600
New +$840K 0.18% 89
2022
Q3 		– Sell
-18,600
Closed -$1.01M – 164
2022
Q2 		$1.01M Buy
+18,600
New +$1.03M 0.23% 82
2021
Q4 		– Sell
-17,100
Closed -$850K – 176
2021
Q3 		$850K Buy
+17,100
New +$896K 0.19% 96
2021
Q1 		– Sell
-14,600
Closed -$739K – 157
2020
Q4 		$739K Buy
14,600
+2,850
+24% +$147K 0.21% 91
2020
Q3 		$576K Buy
+11,750
New +$573K 0.19% 90

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Bank of Montreal
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