SA
Syntax Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Buy |
3,165
+241
| +8% | +$18.1K | 0.21% | 118 |
|
|
2023
Q2 | $246K | Buy |
2,924
+18
| +0.6% | +$1.52K | 0.2% | 126 |
|
|
2023
Q1 | $264K | Buy |
2,906
+244
| +9% | +$22.2K | 0.2% | 119 |
|
|
2022
Q4 | $253K | Buy |
2,662
+60
| +2% | +$5.7K | 0.21% | 120 |
|
|
2022
Q3 | $225K | Buy |
2,602
+4
| +0.2% | +$346 | 0.19% | 157 |
|
|
2022
Q2 | $249K | Buy |
2,598
+47
| +2% | +$4.51K | 0.21% | 122 |
|
|
2022
Q1 | $255K | Sell |
2,551
-739
| -22% | -$73.9K | 0.21% | 126 |
|
|
2021
Q4 | $293K | Buy |
+3,290
| New | +$293K | 0.22% | 96 |
|