Simplicity Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
7,186
+5,232
| +268% | +$543K | 0.03% | 382 |
|
|
2025
Q1 | $213K | Buy |
+1,954
| New | +$213K | 0.02% | 513 |
|
|
2024
Q3 | – | Sell |
-17,888
| Closed | -$1.57M | – | 505 |
|
|
2024
Q2 | $1.57M | Sell |
17,888
-377
| -2% | -$33.1K | 0.04% | 403 |
|
|
2024
Q1 | $1.57M | Buy |
+18,265
| New | +$1.57M | 0.04% | 401 |
|