TFO Wealth Partners’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
Q1 | – | Sell |
-6
| Closed | -$487 | – | 793 |
|
|
2023
Q4 | $487 | Sell |
6
-15
| -71% | -$1.22K | ﹤0.01% | 340 |
|
|
2023
Q3 | $1.77K | Buy |
21
+6
| +40% | +$505 | ﹤0.01% | 217 |
|
|
2023
Q2 | $1.26K | Sell |
15
-246
| -94% | -$20.7K | ﹤0.01% | 194 |
|
|
2023
Q1 | $23.7K | Buy |
261
+257
| +6,425% | +$23.4K | 0.01% | 88 |
|
|
2022
Q4 | $51 | Sell |
4
-257
| -98% | -$3.28K | ﹤0.01% | 851 |
|
|
2022
Q3 | $23K | Hold |
261
| – | – | 0.01% | 67 |
|
|
2022
Q2 | $25K | Buy |
+261
| New | +$25K | 0.01% | 80 |
|
|
2020
Q4 | – | Sell |
-21
| Closed | -$2K | – | 82 |
|
|
2020
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 130 |
|