Rockbridge Investment Management’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 |
-217
| Closed | -$17.6K | – | 136 |
|
|
2023
Q4 | $17.6K | Buy |
+217
| New | +$17.6K | ﹤0.01% | 337 |
|
|
2022
Q3 | – | Sell |
-217
| Closed | -$20.8K | – | 112 |
|
|
2022
Q2 | $20.8K | Sell |
217
-172
| -44% | -$16.5K | ﹤0.01% | 297 |
|
|
2022
Q1 | $39.5K | Hold |
389
| – | – | 0.01% | 329 |
|
|
2021
Q4 | $35K | Hold |
389
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $32K | Hold |
389
| – | – | 0.01% | 376 |
|
|
2021
Q2 | $33K | Hold |
389
| – | – | 0.01% | 369 |
|
|
2021
Q1 | $33K | Hold |
389
| – | – | 0.01% | 341 |
|
|
2020
Q4 | $32K | Hold |
389
| – | – | 0.01% | 342 |
|
|
2020
Q3 | $32K | Hold |
389
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $31K | Buy |
+389
| New | +$31K | 0.01% | 282 |
|