Kestra Private Wealth Services’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,108
| Closed | -$603K | – | 975 |
|
|
2022
Q2 | $603K | Buy |
11,108
+208
| +2% | +$11.3K | 0.03% | 453 |
|
|
2022
Q1 | $609K | Hold |
10,900
| – | – | 0.03% | 511 |
|
|
2021
Q4 | $573K | Buy |
10,900
+1,500
| +16% | +$78.9K | 0.03% | 545 |
|
|
2021
Q3 | $467K | Hold |
9,400
| – | – | 0.03% | 559 |
|
|
2021
Q2 | $482K | Hold |
9,400
| – | – | 0.03% | 516 |
|
|
2021
Q1 | $459K | Buy |
9,400
+100
| +1% | +$4.88K | 0.03% | 472 |
|
|
2020
Q4 | $461K | Buy |
+9,300
| New | +$461K | 0.03% | 453 |
|