WestEnd Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7
| Closed | -$718 | – | 342 |
|
|
2024
Q3 | $718 | Hold |
7
| – | – | ﹤0.01% | 148 |
|
|
2024
Q2 | $614 | Sell |
7
-1
| -13% | -$88 | ﹤0.01% | 150 |
|
|
2024
Q1 | $689 | Hold |
8
| – | – | ﹤0.01% | 134 |
|
|
2023
Q4 | $650 | Sell |
8
-5
| -38% | -$406 | ﹤0.01% | 137 |
|
|
2023
Q3 | $978 | Buy |
+13
| New | +$978 | ﹤0.01% | 113 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.18K | – | 51 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$1.04K | – | 94 |
|
|
2022
Q4 | $1.04K | Buy |
11
+3
| +38% | +$285 | ﹤0.01% | 98 |
|
|
2022
Q3 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 94 |
|
|
2022
Q2 | $575 | Buy |
+6
| New | +$575 | ﹤0.01% | 130 |
|