WBI Investments’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 | – | Sell |
-7,740
| Closed | -$846K | – | 270 |
|
|
2025
Q1 | $846K | Buy |
+7,740
| New | +$846K | 0.22% | 111 |
|
|
2024
Q3 | – | Sell |
-22,572
| Closed | -$1.98M | – | 230 |
|
|
2024
Q2 | $1.98M | Buy |
+22,572
| New | +$1.98M | 0.48% | 61 |
|
|
2022
Q2 | – | Sell |
-11,807
| Closed | -$1.18M | – | 120 |
|
|
2022
Q1 | $1.18M | Buy |
+11,807
| New | +$1.18M | 0.19% | 107 |
|