Oxler Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,661
| Closed | -$727K | – | 75 |
|
|
2023
Q3 | $727K | Buy |
9,661
+104
| +1% | +$7.82K | 0.37% | 57 |
|
|
2023
Q2 | $805K | Buy |
9,557
+94
| +1% | +$7.92K | 0.38% | 54 |
|
|
2023
Q1 | $861K | Buy |
9,463
+87
| +0.9% | +$7.92K | 0.43% | 52 |
|
|
2022
Q4 | $890K | Buy |
+9,376
| New | +$890K | 0.48% | 52 |
|
|
2022
Q3 | – | Sell |
-9,226
| Closed | -$885K | – | 439 |
|
|
2022
Q2 | $885K | Buy |
9,226
+70
| +0.8% | +$6.72K | 0.43% | 59 |
|
|
2022
Q1 | $913K | Buy |
9,156
+73
| +0.8% | +$7.28K | 0.41% | 63 |
|
|
2021
Q4 | $808K | Buy |
9,083
+83
| +0.9% | +$7.38K | 0.33% | 73 |
|
|
2021
Q3 | $730K | Sell |
9,000
-142
| -2% | -$11.5K | 0.32% | 83 |
|
|
2021
Q2 | $773K | Buy |
9,142
+142
| +2% | +$12K | 0.34% | 80 |
|
|
2021
Q1 | $762K | Hold |
9,000
| – | – | 0.39% | 69 |
|
|
2020
Q4 | $749K | Buy |
+9,000
| New | +$749K | 0.42% | 52 |
|