Pathstone Family Office’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $764K | Sell |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $48K | Buy |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $205K | Buy |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $18K | Buy |
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