Vontobel Holding’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Buy |
+3,031
| New | +$314K | ﹤0.01% | 919 |
|
2021
Q4 | – | Sell |
-7,692
| Closed | -$625K | – | 1042 |
|
2021
Q3 | $625K | Sell |
7,692
-239
| -3% | -$19.4K | 0.01% | 727 |
|
2021
Q2 | $665K | Sell |
7,931
-16,304
| -67% | -$1.37M | 0.01% | 687 |
|
2021
Q1 | $2.05M | Buy |
24,235
+15,689
| +184% | +$1.33M | 0.02% | 393 |
|
2020
Q4 | $692K | Buy |
+8,546
| New | +$692K | ﹤0.01% | 550 |
|