Naviter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,430
| Closed | -$685K | – | 233 |
|
|
2023
Q4 | $685K | Sell |
8,430
-2,224
| -21% | -$181K | 0.14% | 162 |
|
|
2023
Q3 | $801K | Buy |
10,654
+2,457
| +30% | +$185K | 0.19% | 128 |
|
|
2023
Q2 | $690K | Sell |
8,197
-443
| -5% | -$37.3K | 0.18% | 143 |
|
|
2023
Q1 | $786K | Buy |
+8,640
| New | +$786K | 0.28% | 101 |
|