Whitegate Investment Counselors’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
Q4 | – | Sell |
-5,906
| Closed | -$479K | – | 67 |
|
|
2021
Q3 | $479K | Hold |
5,906
| – | – | 0.07% | 160 |
|
|
2021
Q2 | $500K | Hold |
5,906
| – | – | 0.07% | 162 |
|
|
2021
Q1 | $500K | Buy |
5,906
+775
| +15% | +$65.6K | 0.08% | 152 |
|
|
2020
Q4 | $427K | Buy |
5,131
+2,270
| +79% | +$189K | 0.07% | 159 |
|
|
2020
Q3 | $234K | Buy |
+2,861
| New | +$234K | 0.04% | 179 |
|