AWMS
Advocacy Wealth Management Services’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9
| Closed | -$1K | – | 43 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 120 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 128 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 159 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 156 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 151 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 167 |
|
|
2019
Q1 | – | Sell |
-350
| Closed | -$26K | – | 128 |
|
|
2018
Q4 | $26K | Hold |
350
| – | – | 0.02% | 65 |
|
|
2018
Q3 | $25K | Hold |
350
| – | – | 0.02% | 75 |
|
|
2018
Q2 | $24K | Hold |
350
| – | – | 0.02% | 73 |
|
|
2018
Q1 | $24K | Hold |
350
| – | – | 0.02% | 74 |
|
|
2017
Q4 | $26K | Hold |
350
| – | – | 0.02% | 85 |
|
|
2017
Q3 | $25K | Hold |
350
| – | – | 0.01% | 110 |
|
|
2017
Q2 | $24K | Hold |
350
| – | – | 0.01% | 116 |
|
|
2017
Q1 | $23K | Hold |
350
| – | – | 0.01% | 135 |
|
|
2016
Q4 | $22K | Sell |
350
-950
| -73% | -$59.7K | 0.01% | 132 |
|
|
2016
Q3 | $83K | Sell |
1,300
-450
| -26% | -$28.7K | 0.03% | 83 |
|
|
2016
Q2 | $123K | Sell |
1,750
-1,821
| -51% | -$128K | 0.06% | 89 |
|
|
2016
Q1 | $237K | Sell |
3,571
-1,629
| -31% | -$108K | 0.16% | 72 |
|
|
2015
Q4 | $300K | Buy |
+5,200
| New | +$300K | 0.34% | 67 |
|
|
2013
Q3 | $48K | Hold |
1,100
| – | – | 0.13% | 120 |
|
|
2013
Q2 | $49K | Buy |
+1,100
| New | +$49K | 0.2% | 87 |
|