Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $380K | Hold |
3,997
| – | – | 0.02% | 287 |
|
|
2022
Q3 | $346K | Hold |
3,997
| – | – | 0.03% | 283 |
|
|
2022
Q2 | $384K | Sell |
3,997
-108
| -3% | -$10.4K | 0.03% | 261 |
|
|
2022
Q1 | $409K | Buy |
+4,105
| New | +$409K | 0.02% | 275 |
|
|
2020
Q1 | – | Sell |
-7,016
| Closed | -$663K | – | 237 |
|
|
2019
Q4 | $663K | Sell |
7,016
-583
| -8% | -$55.1K | 0.06% | 312 |
|
|
2019
Q3 | $712K | Buy |
7,599
+1,306
| +21% | +$122K | 0.06% | 276 |
|
|
2019
Q2 | $554K | Buy |
6,293
+704
| +13% | +$62K | 0.05% | 335 |
|
|
2019
Q1 | $468K | Buy |
5,589
+260
| +5% | +$21.8K | 0.04% | 376 |
|
|
2018
Q4 | $398K | Hold |
5,329
| – | – | 0.04% | 380 |
|
|
2018
Q3 | $378K | Hold |
5,329
| – | – | 0.03% | 466 |
|
|
2018
Q2 | $369K | Sell |
5,329
-2,385
| -31% | -$165K | 0.03% | 358 |
|
|
2018
Q1 | $529K | Sell |
7,714
-108
| -1% | -$7.41K | 0.05% | 317 |
|
|
2017
Q4 | $575K | Buy |
7,822
+1,573
| +25% | +$116K | 0.06% | 265 |
|
|
2017
Q3 | $439K | Buy |
6,249
+3,113
| +99% | +$219K | 0.06% | 253 |
|
|
2017
Q2 | $218K | Buy |
+3,136
| New | +$218K | 0.04% | 261 |
|