Simplicity Solutions’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.39M | Sell |
17,127
-1,285
| -7% | -$104K | 0.04% | 372 |
|
|
2023
Q3 | $1.38M | Sell |
18,412
-3,283
| -15% | -$247K | 0.04% | 353 |
|
|
2023
Q2 | $1.83M | Buy |
21,695
+2,446
| +13% | +$206K | 0.05% | 334 |
|
|
2023
Q1 | $1.75M | Buy |
19,249
+8,230
| +75% | +$749K | 0.05% | 340 |
|
|
2022
Q4 | $1.05M | Buy |
11,019
+1,195
| +12% | +$113K | 0.14% | 177 |
|
|
2022
Q3 | $849K | Sell |
9,824
-1,744
| -15% | -$151K | 0.12% | 205 |
|
|
2022
Q2 | $1.11M | Buy |
11,568
+1,595
| +16% | +$153K | 0.14% | 168 |
|
|
2022
Q1 | $995K | Buy |
9,973
+1,451
| +17% | +$145K | 0.12% | 181 |
|
|
2021
Q4 | $758K | Buy |
8,522
+4,869
| +133% | +$433K | 0.08% | 279 |
|
|
2021
Q3 | $297K | Buy |
3,653
+805
| +28% | +$65.4K | 0.05% | 439 |
|
|
2021
Q2 | $241K | Buy |
+2,848
| New | +$241K | 0.05% | 451 |
|
|
2021
Q1 | – | Sell |
-36,035
| Closed | -$3M | – | 492 |
|
|
2020
Q4 | $3M | Buy |
36,035
+1,807
| +5% | +$150K | 0.04% | 304 |
|
|
2020
Q3 | $2.8M | Buy |
34,228
+4,749
| +16% | +$388K | 0.05% | 274 |
|
|
2020
Q2 | $2.35M | Buy |
29,479
+10,072
| +52% | +$802K | 0.05% | 280 |
|
|
2020
Q1 | $1.55M | Buy |
19,407
+3,826
| +25% | +$306K | 0.05% | 257 |
|
|
2019
Q4 | $1.47M | Buy |
15,581
+4,104
| +36% | +$388K | 0.04% | 294 |
|
|
2019
Q3 | $1.08M | Sell |
11,477
-521
| -4% | -$48.8K | 0.04% | 284 |
|
|
2019
Q2 | $1.06M | Sell |
11,998
-5,219
| -30% | -$459K | 0.05% | 244 |
|
|
2019
Q1 | $1.44M | Buy |
17,217
+3,462
| +25% | +$290K | 0.09% | 200 |
|
|
2018
Q4 | $1.03M | Sell |
13,755
-5,619
| -29% | -$420K | 0.13% | 177 |
|
|
2018
Q3 | $1.37M | Buy |
19,374
+12,437
| +179% | +$881K | 0.08% | 140 |
|
|
2018
Q2 | $481K | Buy |
6,937
+3,381
| +95% | +$234K | 0.03% | 262 |
|
|
2018
Q1 | $244K | Sell |
3,556
-374
| -10% | -$25.7K | 0.02% | 313 |
|
|
2017
Q4 | $289K | Buy |
+3,930
| New | +$289K | 0.03% | 300 |
|
|
2017
Q3 | – | Sell |
-4,008
| Closed | -$278K | – | 210 |
|
|
2017
Q2 | $278K | Buy |
4,008
+216
| +6% | +$15K | 0.03% | 333 |
|
|
2017
Q1 | $255K | Buy |
+3,792
| New | +$255K | 0.04% | 322 |
|