RDA Financial Network’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 |
-3,696
| Closed | -$278K | – | 227 |
|
|
2023
Q3 | $278K | Buy |
3,696
+464
| +14% | +$34.9K | 0.12% | 176 |
|
|
2023
Q2 | $272K | Sell |
3,232
-250
| -7% | -$21K | 0.11% | 180 |
|
|
2023
Q1 | $317K | Buy |
3,482
+1
| +0% | +$91 | 0.14% | 152 |
|
|
2022
Q4 | $331K | Buy |
3,481
+873
| +33% | +$82.9K | 0.17% | 143 |
|
|
2022
Q3 | $225K | Buy |
2,608
+39
| +2% | +$3.37K | 0.12% | 173 |
|
|
2022
Q2 | $246K | Sell |
2,569
-37
| -1% | -$3.54K | 0.12% | 168 |
|
|
2022
Q1 | $260K | Buy |
+2,606
| New | +$260K | 0.11% | 184 |
|
|
2021
Q4 | – | Sell |
-2,521
| Closed | -$205K | – | 220 |
|
|
2021
Q3 | $205K | Buy |
+2,521
| New | +$205K | 0.09% | 202 |
|