Sanders Morris Harris’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,563
| Closed | -$256K | – | 290 |
|
|
2022
Q1 | $256K | Hold |
2,563
| – | – | 0.05% | 242 |
|
|
2021
Q4 | $228K | Hold |
2,563
| – | – | 0.04% | 268 |
|
|
2021
Q3 | $208K | Hold |
2,563
| – | – | 0.04% | 278 |
|
|
2021
Q2 | $217K | Sell |
2,563
-250
| -9% | -$21.2K | 0.04% | 280 |
|
|
2021
Q1 | $238K | Buy |
+2,813
| New | +$238K | 0.05% | 255 |
|