180 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,269
| Closed | -$296K | – | 311 |
|
|
2020
Q3 | $296K | Sell |
3,269
-32
| -1% | -$2.9K | 0.11% | 182 |
|
|
2020
Q2 | $289K | Sell |
3,301
-162
| -5% | -$14.2K | 0.11% | 185 |
|
|
2020
Q1 | $266K | Sell |
3,463
-195
| -5% | -$15K | 0.14% | 171 |
|
|
2019
Q4 | $353K | Sell |
3,658
-3,942
| -52% | -$380K | 0.14% | 176 |
|
|
2019
Q3 | $702K | Sell |
7,600
-1,819
| -19% | -$168K | 0.31% | 85 |
|
|
2019
Q2 | $837K | Buy |
9,419
+1,857
| +25% | +$165K | 0.38% | 71 |
|
|
2019
Q1 | $640K | Sell |
7,562
-2,608
| -26% | -$221K | 0.29% | 94 |
|
|
2018
Q4 | $721K | Sell |
10,170
-300
| -3% | -$21.3K | 0.34% | 92 |
|
|
2018
Q3 | $742K | Sell |
10,470
-1,429
| -12% | -$101K | 0.34% | 91 |
|
|
2018
Q2 | $824K | Sell |
11,899
-2,215
| -16% | -$153K | 0.41% | 74 |
|
|
2018
Q1 | $968K | Sell |
14,114
-1,173
| -8% | -$80.4K | 0.5% | 59 |
|
|
2017
Q4 | $1.13M | Buy |
+15,287
| New | +$1.13M | 0.57% | 54 |
|