TrustCore Financial Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $134K | Buy |
1,416
+216
| +18% | +$20.5K | 0.01% | 318 |
|
|
2022
Q3 | $104K | Buy |
1,200
+28
| +2% | +$2.43K | 0.01% | 342 |
|
|
2022
Q2 | $112K | Hold |
1,172
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $117K | Buy |
1,172
+600
| +105% | +$59.9K | 0.01% | 334 |
|
|
2021
Q4 | $51K | Sell |
572
-250
| -30% | -$22.3K | 0.01% | 432 |
|
|
2021
Q3 | $67K | Hold |
822
| – | – | 0.01% | 407 |
|
|
2021
Q2 | $70K | Hold |
822
| – | – | 0.01% | 391 |
|
|
2021
Q1 | $70K | Buy |
+822
| New | +$70K | 0.01% | 381 |
|
|
2020
Q1 | – | Sell |
-58
| Closed | -$5K | – | 864 |
|
|
2019
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 713 |
|
|
2019
Q3 | $5K | Buy |
58
+13
| +29% | +$1.12K | ﹤0.01% | 726 |
|
|
2019
Q2 | $4K | Sell |
45
-18
| -29% | -$1.6K | ﹤0.01% | 749 |
|
|
2019
Q1 | $5K | Sell |
63
-81
| -56% | -$6.43K | ﹤0.01% | 647 |
|
|
2018
Q4 | $11K | Hold |
144
| – | – | 0.01% | 256 |
|
|
2018
Q3 | $10K | Buy |
+144
| New | +$10K | ﹤0.01% | 544 |
|