Principal Street Partners’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
Q4 | – | Sell |
-2,056
| Closed | -$205K | – | 239 |
|
|
2024
Q3 | $205K | Buy |
+2,056
| New | +$205K | 0.03% | 215 |
|
|
2023
Q2 | – | Sell |
-7,780
| Closed | -$708K | – | 224 |
|
|
2023
Q1 | $708K | Sell |
7,780
-306
| -4% | -$27.8K | 0.18% | 81 |
|
|
2022
Q4 | $768K | Sell |
8,086
-11
| -0.1% | -$1.04K | 0.19% | 84 |
|
|
2022
Q3 | $700K | Buy |
8,097
+1,813
| +29% | +$157K | 0.19% | 94 |
|
|
2022
Q2 | $603K | Buy |
+6,284
| New | +$603K | 0.16% | 108 |
|