UCMOK
United Capital Management of KS’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,023
| Closed | -$246K | – | 81 |
|
|
2023
Q4 | $246K | Sell |
3,023
-569
| -16% | -$46.2K | 0.07% | 74 |
|
|
2023
Q3 | $270K | Sell |
3,592
-134
| -4% | -$10.1K | 0.09% | 69 |
|
|
2023
Q2 | $314K | Sell |
3,726
-502
| -12% | -$42.3K | 0.1% | 71 |
|
|
2023
Q1 | $385K | Sell |
4,228
-69
| -2% | -$6.28K | 0.14% | 67 |
|
|
2022
Q4 | $408K | Buy |
4,297
+214
| +5% | +$20.3K | 0.17% | 67 |
|
|
2022
Q3 | $353K | Sell |
4,083
-33
| -0.8% | -$2.85K | 0.17% | 72 |
|
|
2022
Q2 | $395K | Sell |
4,116
-316
| -7% | -$30.3K | 0.19% | 70 |
|
|
2022
Q1 | $442K | Sell |
4,432
-55
| -1% | -$5.49K | 0.17% | 73 |
|
|
2021
Q4 | $399K | Buy |
4,487
+3
| +0.1% | +$267 | 0.15% | 75 |
|
|
2021
Q3 | $364K | Buy |
4,484
+536
| +14% | +$43.5K | 0.15% | 76 |
|
|
2021
Q2 | $334K | Buy |
3,948
+148
| +4% | +$12.5K | 0.14% | 80 |
|
|
2021
Q1 | $322K | Buy |
3,800
+736
| +24% | +$62.4K | 0.15% | 79 |
|
|
2020
Q4 | $255K | Sell |
3,064
-170
| -5% | -$14.1K | 0.12% | 85 |
|
|
2020
Q3 | $264K | Sell |
3,234
-31
| -0.9% | -$2.53K | 0.14% | 81 |
|
|
2020
Q2 | $260K | Sell |
3,265
-241
| -7% | -$19.2K | 0.15% | 76 |
|
|
2020
Q1 | $280K | Sell |
3,506
-151
| -4% | -$12.1K | 0.24% | 65 |
|
|
2019
Q4 | $346K | Sell |
3,657
-379
| -9% | -$35.9K | 0.22% | 88 |
|
|
2019
Q3 | $378K | Sell |
4,036
-97
| -2% | -$9.09K | 0.28% | 80 |
|
|
2019
Q2 | $364K | Sell |
4,133
-37
| -0.9% | -$3.26K | 0.28% | 82 |
|
|
2019
Q1 | $350K | Sell |
4,170
-161
| -4% | -$13.5K | 0.27% | 82 |
|
|
2018
Q4 | $324K | Sell |
4,331
-107
| -2% | -$8.01K | 0.3% | 83 |
|
|
2018
Q3 | $315K | Buy |
+4,438
| New | +$315K | 0.25% | 86 |
|