Meristem Family Wealth’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
Q1 | – | Sell |
-4,083
| Closed | -$363K | – | 339 |
|
|
2021
Q4 | $363K | Sell |
4,083
-20
| -0.5% | -$1.78K | 0.03% | 275 |
|
|
2021
Q3 | $333K | Buy |
4,103
+586
| +17% | +$47.6K | 0.03% | 293 |
|
|
2021
Q2 | $298K | Buy |
+3,517
| New | +$298K | 0.05% | 253 |
|
|
2020
Q3 | – | Sell |
-2,923
| Closed | -$233K | – | 203 |
|
|
2020
Q2 | $233K | Buy |
2,923
+23
| +0.8% | +$1.83K | 0.06% | 164 |
|
|
2020
Q1 | $232K | Hold |
2,900
| – | – | 0.07% | 154 |
|
|
2019
Q4 | $274K | Sell |
2,900
-290
| -9% | -$27.4K | 0.07% | 155 |
|
|
2019
Q3 | $299K | Buy |
+3,190
| New | +$299K | 0.08% | 145 |
|