Weld Capital Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,686
| Closed | -$227K | – | 5 |
|
|
2021
Q2 | $227K | Sell |
2,686
-5,721
| -68% | -$483K | 0.23% | 188 |
|
|
2021
Q1 | $712K | Buy |
+8,407
| New | +$712K | 0.3% | 129 |
|
|
2020
Q3 | – | Sell |
-9,485
| Closed | -$755K | – | 468 |
|
|
2020
Q2 | $755K | Buy |
+9,485
| New | +$755K | 0.3% | 113 |
|
|
2019
Q1 | – | Sell |
-11,677
| Closed | -$873K | – | 632 |
|
|
2018
Q4 | $873K | Buy |
+11,677
| New | +$873K | 0.2% | 167 |
|