Norwood Financial’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 | $138K | Buy |
1,607
+413
| +35% | +$35.6K | 0.2% | 95 |
|
2023
Q4 | $97K | Hold |
1,194
| – | – | 0.15% | 105 |
|
2023
Q3 | $89.8K | Hold |
1,194
| – | – | 0.15% | 106 |
|
2023
Q2 | $101K | Hold |
1,194
| – | – | 0.15% | 103 |
|
2023
Q1 | $109K | Hold |
1,194
| – | – | 0.17% | 95 |
|
2022
Q4 | $113K | Hold |
1,194
| – | – | 0.18% | 90 |
|
2022
Q3 | $103K | Hold |
1,194
| – | – | 0.18% | 89 |
|
2022
Q2 | $115K | Hold |
1,194
| – | – | 0.2% | 88 |
|
2022
Q1 | $119K | Hold |
1,194
| – | – | 0.17% | 90 |
|
2021
Q4 | $106K | Buy |
+1,194
| New | +$106K | 0.15% | 98 |
|