Steward Financial Group’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
Q3 | $24K | Buy |
320
+13
| +4% | +$975 | 0.01% | 219 |
|
|
2023
Q2 | $25K | Buy |
307
+33
| +12% | +$2.69K | 0.01% | 212 |
|
|
2023
Q1 | $24K | Sell |
274
-65
| -19% | -$5.69K | 0.01% | 122 |
|
|
2022
Q4 | $32K | Buy |
+339
| New | +$32K | 0.02% | 90 |
|
|
2022
Q3 | – | Sell |
-387
| Closed | -$37K | – | 82 |
|
|
2022
Q2 | $37K | Sell |
387
-8
| -2% | -$765 | 0.03% | 114 |
|
|
2022
Q1 | $39K | Buy |
+395
| New | +$39K | 0.03% | 104 |
|