Wetzel Investment 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
Q3
Sell
-261
Closed -$22.5K 139
2024
Q2
$22.5K Sell
261
-99
-28% -$8.52K 0.01% 327
2024
Q1
$29.7K Sell
360
-30
-8% -$2.48K 0.02% 316
2023
Q4
$32K Buy
+390
New +$32K 0.02% 307