Schubert & Co’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
Q2 | – | Sell |
-657
| Closed | -$59.8K | – | 67 |
|
|
2023
Q1 | $59.8K | Sell |
657
-17
| -3% | -$1.55K | 0.05% | 64 |
|
|
2022
Q4 | $64K | Sell |
674
-217
| -24% | -$20.6K | 0.06% | 58 |
|
|
2022
Q3 | $77K | Buy |
891
+28
| +3% | +$2.42K | 0.07% | 54 |
|
|
2022
Q2 | $83K | Buy |
863
+35
| +4% | +$3.37K | 0.08% | 52 |
|
|
2022
Q1 | $83K | Buy |
828
+46
| +6% | +$4.61K | 0.09% | 41 |
|
|
2021
Q4 | $70K | Buy |
+782
| New | +$70K | 0.07% | 44 |
|