Western Pacific Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,106
| Closed | -$89.8K | – | 304 |
|
|
2023
Q4 | $89.8K | Buy |
1,106
+98
| +10% | +$7.96K | 0.07% | 102 |
|
|
2023
Q3 | $75.8K | Buy |
1,008
+249
| +33% | +$18.7K | 0.06% | 107 |
|
|
2023
Q2 | $63.9K | Hold |
759
| – | – | 0.05% | 122 |
|
|
2023
Q1 | $69.1K | Hold |
759
| – | – | 0.05% | 110 |
|
|
2022
Q4 | $72.1K | Buy |
759
+274
| +56% | +$26K | 0.06% | 102 |
|
|
2022
Q3 | $41K | Buy |
+485
| New | +$41K | 0.04% | 112 |
|