Number of Shares
12,691.00
Current Holdings Value*
$1.39 Mil
% of Portfolio
0.7%
Total Estimate Gain
$273,749.74
% of Total Estimate Gain
5.35%

JAMES BALANCED: GOLDEN RAINBOW FUND's American Electric Power Co Inc Holding Summary

As of 2025-03-31, JAMES BALANCED: GOLDEN RAINBOW FUND held 12,691.00 shares of American Electric Power Co Inc(AEP), totaling $1.39 Mil. This investment constitutes 0.7% of their stock portfolio, and JAMES BALANCED: GOLDEN RAINBOW FUND now holds 0% of the outstanding American Electric Power Co Inc(AEP) stock.

The initial trade took place in 2019Q3. And since then JAMES BALANCED: GOLDEN RAINBOW FUND has made 3 purchases of AEP, at an average price of $93.01, for a total of 54,988.00 shares. In addition, there have been 2 sales at an average price of $96.22 for 42,297.00 shares. Based on historical transaction data and AEP's current price of $103.86, JAMES BALANCED: GOLDEN RAINBOW FUND's estimated gain on his AEP holdings is $273,749.74, reflecting a 5.35% gain to date.

JAMES BALANCED: GOLDEN RAINBOW FUND AEP ($103.86) Holding Chart

JAMES BALANCED: GOLDEN RAINBOW FUND AEP ($103.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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