O'Dell Group’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 |
-394
| Closed | -$32K | – | 100 |
|
|
2023
Q4 | $32K | Buy |
+394
| New | +$32K | 0.01% | 250 |
|
|
2023
Q3 | – | Sell |
-611
| Closed | -$51.4K | – | 90 |
|
|
2023
Q2 | $51.4K | Buy |
+611
| New | +$51.4K | 0.01% | 189 |
|
|
2022
Q4 | – | Sell |
-1,967
| Closed | -$170K | – | 83 |
|
|
2022
Q3 | $170K | Hold |
1,967
| – | – | 0.06% | 67 |
|
|
2022
Q2 | $189K | Hold |
1,967
| – | – | 0.07% | 63 |
|
|
2022
Q1 | $196K | Sell |
1,967
-15
| -0.8% | -$1.5K | 0.06% | 72 |
|
|
2021
Q4 | $176K | Hold |
1,982
| – | – | 0.05% | 77 |
|
|
2021
Q3 | $161K | Sell |
1,982
-500
| -20% | -$40.6K | 0.05% | 81 |
|
|
2021
Q2 | $210K | Sell |
2,482
-1,200
| -33% | -$102K | 0.07% | 76 |
|
|
2021
Q1 | $312K | Hold |
3,682
| – | – | 0.11% | 52 |
|
|
2020
Q4 | $307K | Buy |
+3,682
| New | +$307K | 0.12% | 44 |
|
|
2020
Q1 | – | Sell |
-3,682
| Closed | -$348K | – | 24 |
|
|
2019
Q4 | $348K | Hold |
3,682
| – | – | 0.17% | 37 |
|
|
2019
Q3 | $345K | Hold |
3,682
| – | – | 0.19% | 36 |
|
|
2019
Q2 | $324K | Hold |
3,682
| – | – | 0.2% | 35 |
|
|
2019
Q1 | $308K | Buy |
+3,682
| New | +$308K | 0.19% | 38 |
|