Steward Partners Investment Advisory’s American Electric Power Company, Inc. Corporate Unit AEPPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,625
| Closed | -$482K | – | 3446 |
|
2021
Q4 | $482K | Buy |
9,625
+200
| +2% | +$10K | 0.01% | 945 |
|
2021
Q3 | $449K | Buy |
9,425
+400
| +4% | +$19.1K | 0.01% | 944 |
|
2021
Q2 | $443K | Buy |
9,025
+5,310
| +143% | +$261K | 0.01% | 983 |
|
2021
Q1 | $179K | Buy |
3,715
+3,415
| +1,138% | +$165K | ﹤0.01% | 1349 |
|
2020
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 2168 |
|
2020
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 2000 |
|
2020
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 1883 |
|
2020
Q1 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 1747 |
|