4J Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,246
| Closed | -$215K | – | 71 |
|
|
2022
Q2 | $215K | Sell |
2,246
-20
| -0.9% | -$1.92K | 0.27% | 60 |
|
|
2022
Q1 | $226K | Sell |
2,266
-50
| -2% | -$4.99K | 0.2% | 69 |
|
|
2021
Q4 | $206K | Sell |
2,316
-328
| -12% | -$29.2K | 0.17% | 76 |
|
|
2021
Q3 | $215K | Sell |
2,644
-33
| -1% | -$2.68K | 0.19% | 72 |
|
|
2021
Q2 | $226K | Hold |
2,677
| – | – | 0.2% | 69 |
|
|
2021
Q1 | $227K | Buy |
2,677
+134
| +5% | +$11.4K | 0.21% | 70 |
|
|
2020
Q4 | $211K | Buy |
+2,543
| New | +$211K | 0.2% | 71 |
|