Laffer Tengler Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,000
| Closed | -$940K | – | 406 |
|
|
2023
Q2 | $940K | Hold |
19,000
| – | – | 0.25% | 102 |
|
|
2023
Q1 | $956K | Hold |
19,000
| – | – | 0.26% | 102 |
|
|
2022
Q4 | $986K | Hold |
19,000
| – | – | 0.28% | 98 |
|
|
2022
Q3 | $936K | Hold |
19,000
| – | – | 0.34% | 93 |
|
|
2022
Q2 | $1.03M | Hold |
19,000
| – | – | 0.36% | 94 |
|
|
2022
Q1 | $1.07M | Buy |
19,000
+1,000
| +6% | +$56.3K | 0.32% | 102 |
|
|
2021
Q4 | $944K | Hold |
18,000
| – | – | 0.27% | 109 |
|
|
2021
Q3 | $894K | Hold |
18,000
| – | – | 0.26% | 116 |
|
|
2021
Q2 | $911K | Hold |
18,000
| – | – | 0.34% | 95 |
|
|
2021
Q1 | $883K | Hold |
18,000
| – | – | 0.33% | 89 |
|
|
2020
Q4 | $892K | Buy |
+18,000
| New | +$892K | 0.38% | 81 |
|