NWAM LLC’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
Q2 | – | Sell |
-2,238
| Closed | -$204K | – | 536 |
|
|
2023
Q1 | $204K | Sell |
2,238
-294
| -12% | -$26.8K | 0.02% | 456 |
|
|
2022
Q4 | $241K | Buy |
+2,532
| New | +$241K | 0.02% | 454 |
|
|
2022
Q3 | – | Sell |
-2,179
| Closed | -$204K | – | 483 |
|
|
2022
Q2 | $204K | Buy |
2,179
+168
| +8% | +$15.7K | 0.02% | 490 |
|
|
2022
Q1 | $201K | Buy |
+2,011
| New | +$201K | 0.02% | 508 |
|