SIP
Stoneridge Investment Partners’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35,513
| Closed | -$3.16M | – | 102 |
|
|
2021
Q4 | $3.16M | Hold |
35,513
| – | – | 1.46% | 21 |
|
|
2021
Q3 | $2.88M | Sell |
35,513
-1,875
| -5% | -$152K | 1.44% | 24 |
|
|
2021
Q2 | $3.16M | Hold |
37,388
| – | – | 1.54% | 18 |
|
|
2021
Q1 | $3.17M | Sell |
37,388
-75
| -0.2% | -$6.35K | 1.66% | 16 |
|
|
2020
Q4 | $3.12M | Buy |
37,463
+10,775
| +40% | +$897K | 1.81% | 18 |
|
|
2020
Q3 | $2.18M | Buy |
+26,688
| New | +$2.18M | 1.44% | 17 |
|