Moisand Fitzgerald Tamayo’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33
| Closed | -$2.78K | – | 765 |
|
|
2023
Q2 | $2.78K | Hold |
33
| – | – | ﹤0.01% | 485 |
|
|
2023
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $3.13K | Buy |
+33
| New | +$3.13K | ﹤0.01% | 472 |
|
|
2021
Q1 | – | Sell |
-1,013
| Closed | -$84K | – | 349 |
|
|
2020
Q4 | $84K | Hold |
1,013
| – | – | 0.04% | 106 |
|
|
2020
Q3 | $83K | Hold |
1,013
| – | – | 0.04% | 101 |
|
|
2020
Q2 | $81K | Hold |
1,013
| – | – | 0.04% | 101 |
|
|
2020
Q1 | $81K | Buy |
+1,013
| New | +$81K | 0.05% | 94 |
|