Norman Fields Gottscho Capital Management’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
Q4 | – | Sell |
-3,145
| Closed | -$237K | – | 57 |
|
2023
Q3 | $237K | Buy |
3,145
+325
| +12% | +$24.5K | 0.1% | 60 |
|
2023
Q2 | $237K | Hold |
2,820
| – | – | 0.1% | 60 |
|
2023
Q1 | $257K | Hold |
2,820
| – | – | 0.11% | 62 |
|
2022
Q4 | $268K | Sell |
2,820
-325
| -10% | -$30.9K | 0.12% | 64 |
|
2022
Q3 | $272K | Hold |
3,145
| – | – | 0.13% | 59 |
|
2022
Q2 | $302K | Hold |
3,145
| – | – | 0.14% | 62 |
|
2022
Q1 | $314K | Hold |
3,145
| – | – | 0.12% | 65 |
|
2021
Q4 | $280K | Sell |
3,145
-3,425
| -52% | -$305K | 0.1% | 68 |
|
2021
Q3 | $533K | Sell |
6,570
-50
| -0.8% | -$4.06K | 0.21% | 51 |
|
2021
Q2 | $560K | Buy |
6,620
+175
| +3% | +$14.8K | 0.22% | 49 |
|
2021
Q1 | $546K | Buy |
+6,445
| New | +$546K | 0.24% | 49 |
|