Steward Partners Investment Advisory’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,500
| Closed | -$919K | – | 3477 |
|
|
2023
Q2 | $919K | Buy |
18,500
+150
| +0.8% | +$7.45K | 0.01% | 714 |
|
|
2023
Q1 | $924K | Buy |
18,350
+900
| +5% | +$45.3K | 0.01% | 723 |
|
|
2022
Q4 | $900K | Buy |
17,450
+1,950
| +13% | +$101K | 0.02% | 701 |
|
|
2022
Q3 | $767K | Sell |
15,500
-200
| -1% | -$9.9K | 0.01% | 719 |
|
|
2022
Q2 | $852K | Buy |
15,700
+900
| +6% | +$48.8K | 0.02% | 683 |
|
|
2022
Q1 | $827K | Buy |
14,800
+550
| +4% | +$30.7K | 0.01% | 744 |
|
|
2021
Q4 | $750K | Buy |
14,250
+2,700
| +23% | +$142K | 0.01% | 795 |
|
|
2021
Q3 | $574K | Buy |
11,550
+7,725
| +202% | +$384K | 0.01% | 862 |
|
|
2021
Q2 | $196K | Buy |
3,825
+1,100
| +40% | +$56.4K | ﹤0.01% | 1559 |
|
|
2021
Q1 | $133K | Buy |
+2,725
| New | +$133K | ﹤0.01% | 1473 |
|