MONECO 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,538
| Closed | -$234K | – | 455 |
|
2024
Q4 | $234K | Buy |
2,538
+368
| +17% | +$33.9K | 0.02% | 416 |
|
2024
Q3 | $223K | Sell |
2,170
-343
| -14% | -$35.2K | 0.03% | 402 |
|
2024
Q2 | $221K | Buy |
2,513
+6
| +0.2% | +$527 | 0.03% | 385 |
|
2024
Q1 | $216K | Buy |
2,507
+11
| +0.4% | +$947 | 0.03% | 386 |
|
2023
Q4 | $203K | Buy |
+2,496
| New | +$203K | 0.04% | 370 |
|
2023
Q2 | – | Sell |
-2,304
| Closed | -$210K | – | 340 |
|
2023
Q1 | $210K | Buy |
+2,304
| New | +$210K | 0.06% | 306 |
|