VHAM
AEPPZ
Van Hulzen Asset Management’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,485
| Closed | -$231K | – | 329 |
|
|
2022
Q4 | $231K | Hold |
4,485
| – | – | 0.03% | 252 |
|
|
2022
Q3 | $222K | Hold |
4,485
| – | – | 0.03% | 245 |
|
|
2022
Q2 | $243K | Buy |
4,485
+200
| +5% | +$10.8K | 0.03% | 251 |
|
|
2022
Q1 | $239K | Buy |
+4,285
| New | +$239K | 0.03% | 265 |
|
|
2021
Q4 | – | Sell |
-4,300
| Closed | -$214K | – | 325 |
|
|
2021
Q3 | $214K | Buy |
+4,300
| New | +$214K | 0.03% | 250 |
|