Worth Asset 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-50
| Closed | -$4.55K | – | 458 |
|
2023
Q1 | $4.55K | Hold |
50
| – | – | ﹤0.01% | 389 |
|
2022
Q4 | $4.75K | Sell |
50
-7
| -12% | -$665 | ﹤0.01% | 371 |
|
2022
Q3 | $5K | Sell |
57
-663
| -92% | -$58.2K | ﹤0.01% | 343 |
|
2022
Q2 | $69K | Hold |
720
| – | – | 0.05% | 168 |
|
2022
Q1 | $71K | Buy |
+720
| New | +$71K | 0.05% | 162 |
|