Mitsubishi UFJ Morgan Stanley Securities’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 |
-5,249
| Closed | -$426K | – | 32 |
|
|
2023
Q4 | $426K | Sell |
5,249
-3,229
| -38% | -$262K | 2.46% | 18 |
|
|
2023
Q3 | $638K | Buy |
+8,478
| New | +$638K | 2.86% | 19 |
|
|
2014
Q4 | $9K | Sell |
140
-310
| -69% | -$19.9K | 0.02% | 220 |
|
|
2014
Q3 | $23K | Sell |
450
-380
| -46% | -$19.4K | 0.07% | 126 |
|
|
2014
Q2 | $46K | Buy |
830
+470
| +131% | +$26K | 0.13% | 50 |
|
|
2014
Q1 | $18K | Sell |
360
-370
| -51% | -$18.5K | 0.05% | 133 |
|
|
2013
Q4 | $34K | Buy |
+730
| New | +$34K | 0.06% | 109 |
|