Regent Peak Wealth Advisors’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
Q3 | – | Sell |
-2,616
| Closed | -$220K | – | 152 |
|
|
2023
Q2 | $220K | Sell |
2,616
-62
| -2% | -$5.22K | 0.06% | 138 |
|
|
2023
Q1 | $244K | Sell |
2,678
-122
| -4% | -$11.1K | 0.08% | 126 |
|
|
2022
Q4 | $266K | Sell |
2,800
-68
| -2% | -$6.46K | 0.09% | 124 |
|
|
2022
Q3 | $248K | Buy |
2,868
+199
| +7% | +$17.2K | 0.09% | 127 |
|
|
2022
Q2 | $256K | Buy |
2,669
+16
| +0.6% | +$1.54K | 0.08% | 128 |
|
|
2022
Q1 | $265K | Buy |
2,653
+24
| +0.9% | +$2.4K | 0.08% | 136 |
|
|
2021
Q4 | $234K | Buy |
2,629
+24
| +0.9% | +$2.14K | 0.06% | 151 |
|
|
2021
Q3 | $211K | Buy |
2,605
+16
| +0.6% | +$1.3K | 0.06% | 158 |
|
|
2021
Q2 | $228K | Buy |
+2,589
| New | +$228K | 0.06% | 154 |
|
|
2021
Q1 | – | Sell |
-2,263
| Closed | -$188K | – | 169 |
|
|
2020
Q4 | $188K | Buy |
+2,263
| New | +$188K | 0.06% | 144 |
|
|
2020
Q1 | – | Sell |
-3,270
| Closed | -$309K | – | 111 |
|
|
2019
Q4 | $309K | Buy |
+3,270
| New | +$309K | 0.14% | 94 |
|