WCA
Windsor Creek Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,039
| Closed | -$247K | – | 83 |
|
|
2021
Q3 | $247K | Buy |
3,039
+13
| +0.4% | +$1.06K | 0.07% | 94 |
|
|
2021
Q2 | $256K | Sell |
3,026
-30,124
| -91% | -$2.55M | 0.07% | 131 |
|
|
2021
Q1 | $2.81M | Buy |
33,150
+7,591
| +30% | +$643K | 0.74% | 28 |
|
|
2020
Q4 | $2.13M | Sell |
25,559
-15,065
| -37% | -$1.25M | 0.54% | 34 |
|
|
2020
Q3 | $3.32M | Buy |
40,624
+28,824
| +244% | +$2.36M | 0.94% | 17 |
|
|
2020
Q2 | $940K | Buy |
+11,800
| New | +$940K | 0.31% | 54 |
|