Valmark Advisers’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
Q2 | – | Sell |
-2,466
| Closed | -$224K | – | 471 |
|
|
2023
Q1 | $224K | Buy |
2,466
+83
| +3% | +$7.55K | ﹤0.01% | 439 |
|
|
2022
Q4 | $226K | Buy |
2,383
+53
| +2% | +$5.03K | 0.01% | 408 |
|
|
2022
Q3 | $201K | Buy |
2,330
+35
| +2% | +$3.02K | ﹤0.01% | 402 |
|
|
2022
Q2 | $220K | Sell |
2,295
-134
| -6% | -$12.8K | ﹤0.01% | 388 |
|
|
2022
Q1 | $242K | Buy |
+2,429
| New | +$242K | ﹤0.01% | 396 |
|
|
2021
Q3 | – | Sell |
-8,017
| Closed | -$678K | – | 387 |
|
|
2021
Q2 | $678K | Buy |
8,017
+1,168
| +17% | +$98.8K | 0.01% | 237 |
|
|
2021
Q1 | $580K | Buy |
6,849
+158
| +2% | +$13.4K | 0.01% | 247 |
|
|
2020
Q4 | $557K | Buy |
+6,691
| New | +$557K | 0.01% | 239 |
|