Strategic Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,158
| Closed | -$444K | – | 235 |
|
|
2024
Q1 | $444K | Buy |
5,158
+1,139
| +28% | +$98.1K | 0.06% | 183 |
|
|
2023
Q4 | $326K | Sell |
4,019
-1,588
| -28% | -$129K | 0.05% | 195 |
|
|
2023
Q3 | $422K | Buy |
5,607
+27
| +0.5% | +$2.03K | 0.07% | 183 |
|
|
2023
Q2 | $470K | Buy |
5,580
+114
| +2% | +$9.6K | 0.07% | 143 |
|
|
2023
Q1 | $497K | Buy |
5,466
+714
| +15% | +$65K | 0.09% | 160 |
|
|
2022
Q4 | $451K | Buy |
+4,752
| New | +$451K | 0.09% | 159 |
|
|
2022
Q3 | – | Sell |
-3,579
| Closed | -$343K | – | 173 |
|
|
2022
Q2 | $343K | Buy |
+3,579
| New | +$343K | 0.07% | 172 |
|