Kestra Private Wealth Services’s American Electric Power Company, Inc. Corporate Unit AEPPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-44,749
| Closed | -$2.24M | – | 1078 |
|
|
2021
Q4 | $2.24M | Buy |
44,749
+7,549
| +20% | +$378K | 0.11% | 202 |
|
|
2021
Q3 | $1.77M | Buy |
37,200
+50
| +0.1% | +$2.38K | 0.1% | 227 |
|
|
2021
Q2 | $1.83M | Buy |
37,150
+1,750
| +5% | +$86K | 0.11% | 207 |
|
|
2021
Q1 | $1.71M | Sell |
35,400
-15,601
| -31% | -$753K | 0.12% | 196 |
|
|
2020
Q4 | $2.5M | Buy |
51,001
+2,150
| +4% | +$105K | 0.18% | 130 |
|
|
2020
Q3 | $2.37M | Buy |
+48,851
| New | +$2.37M | 0.21% | 112 |
|