Meritage Portfolio Management’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Meritage Portfolio Management’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$5.17M	Buy
2023 Q1	$5.02M	Buy
2022 Q4	$3.43M	Buy
2022 Q3	$3.16M	Buy
2022 Q2	$3.29M	Buy
2022 Q1	$3.33M	Buy
2021 Q4	$3.08M	Buy