Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-387
| Closed | -$32.6K | – | 100 |
|
|
2023
Q2 | $32.6K | Hold |
387
| – | – | 0.03% | 257 |
|
|
2023
Q1 | $35.2K | Hold |
387
| – | – | 0.03% | 246 |
|
|
2022
Q4 | $36.7K | Hold |
387
| – | – | 0.04% | 226 |
|
|
2022
Q3 | $33K | Hold |
387
| – | – | 0.03% | 233 |
|
|
2022
Q2 | $37K | Buy |
387
+20
| +5% | +$1.91K | 0.04% | 231 |
|
|
2022
Q1 | $37K | Hold |
367
| – | – | 0.03% | 245 |
|
|
2021
Q4 | $33K | Buy |
+367
| New | +$33K | 0.03% | 265 |
|