AOWM
AEPPZ
Alpha Omega Wealth Management’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-47,243
| Closed | -$2.64M | – | 224 |
|
|
2022
Q1 | $2.64M | Hold |
47,243
| – | – | 0.42% | 71 |
|
|
2021
Q4 | $2.52M | Hold |
47,243
| – | – | 0.39% | 79 |
|
|
2021
Q3 | $2.35M | Buy |
47,243
+579
| +1% | +$28.8K | 0.38% | 78 |
|
|
2021
Q2 | $2.39M | Buy |
46,664
+5,200
| +13% | +$266K | 0.39% | 74 |
|
|
2021
Q1 | $2.03M | Buy |
41,464
+22,364
| +117% | +$1.09M | 0.35% | 80 |
|
|
2020
Q4 | $967K | Buy |
+19,100
| New | +$967K | 0.16% | 102 |
|