Kelleher Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,191
| Closed | -$318K | – | 137 |
|
|
2022
Q1 | $318K | Sell |
3,191
-191
| -6% | -$19K | 0.18% | 91 |
|
|
2021
Q4 | $300K | Sell |
3,382
-1,635
| -33% | -$145K | 0.16% | 97 |
|
|
2021
Q3 | $407K | Buy |
5,017
+2,053
| +69% | +$167K | 0.18% | 108 |
|
|
2021
Q2 | $250K | Buy |
2,964
+239
| +9% | +$20.2K | 0.14% | 104 |
|
|
2021
Q1 | $230K | Buy |
+2,725
| New | +$230K | 0.15% | 100 |
|