Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-248
| Closed | -$20.1K | – | 197 |
|
|
2023
Q4 | $20.1K | Sell |
248
-436
| -64% | -$35.4K | 0.01% | 495 |
|
|
2023
Q3 | $51.5K | Sell |
684
-148
| -18% | -$11.1K | 0.04% | 322 |
|
|
2023
Q2 | $70.1K | Sell |
832
-73
| -8% | -$6.15K | 0.05% | 283 |
|
|
2023
Q1 | $82.3K | Sell |
905
-1,514
| -63% | -$138K | 0.05% | 252 |
|
|
2022
Q4 | $230K | Buy |
+2,419
| New | +$230K | 0.12% | 175 |
|