Level 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$523 | – | 79 |
|
|
2023
Q4 | $523 | Sell |
6
-350
| -98% | -$30.5K | ﹤0.01% | 259 |
|
|
2023
Q3 | $26.8K | Sell |
356
-29
| -8% | -$2.18K | 0.02% | 136 |
|
|
2023
Q2 | $32.4K | Buy |
385
+35
| +10% | +$2.95K | 0.02% | 127 |
|
|
2023
Q1 | $31.8K | Sell |
350
-372
| -52% | -$33.8K | 0.02% | 115 |
|
|
2022
Q4 | $69K | Buy |
722
+22
| +3% | +$2.1K | 0.05% | 81 |
|
|
2022
Q3 | $61K | Buy |
+700
| New | +$61K | 0.05% | 87 |
|