Altium 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
Q2 | $676K | Sell |
7,047
-1
| -0% | -$96 | 0.05% | 200 |
|
|
2022
Q1 | $703K | Buy |
7,048
+100
| +1% | +$9.97K | 0.05% | 204 |
|
|
2021
Q4 | $618K | Buy |
6,948
+1,095
| +19% | +$97.4K | 0.04% | 214 |
|
|
2021
Q3 | $475K | Sell |
5,853
-105
| -2% | -$8.52K | 0.03% | 233 |
|
|
2021
Q2 | $504K | Sell |
5,958
-1
| -0% | -$85 | 0.04% | 224 |
|
|
2021
Q1 | $505K | Hold |
5,959
| – | – | 0.04% | 216 |
|
|
2020
Q4 | $496K | Buy |
5,959
+68
| +1% | +$5.66K | 0.04% | 196 |
|
|
2020
Q3 | $481K | Buy |
5,891
+410
| +7% | +$33.5K | 0.05% | 175 |
|
|
2020
Q2 | $437K | Sell |
5,481
-324
| -6% | -$25.8K | 0.05% | 195 |
|
|
2020
Q1 | $464K | Sell |
5,805
-10
| -0.2% | -$799 | 0.06% | 146 |
|
|
2019
Q4 | $550K | Buy |
5,815
+274
| +5% | +$25.9K | 0.07% | 160 |
|
|
2019
Q3 | $519K | Buy |
5,541
+119
| +2% | +$11.1K | 0.07% | 157 |
|
|
2019
Q2 | $477K | Buy |
5,422
+15
| +0.3% | +$1.32K | 0.07% | 165 |
|
|
2019
Q1 | $453K | Buy |
5,407
+38
| +0.7% | +$3.18K | 0.07% | 171 |
|
|
2018
Q4 | $401K | Sell |
5,369
-168
| -3% | -$12.5K | 0.08% | 170 |
|
|
2018
Q3 | $392K | Sell |
5,537
-164
| -3% | -$11.6K | 0.08% | 183 |
|
|
2018
Q2 | $395K | Buy |
5,701
+1,509
| +36% | +$105K | 0.11% | 140 |
|
|
2018
Q1 | $288K | Buy |
4,192
+54
| +1% | +$3.71K | 0.11% | 133 |
|
|
2017
Q4 | $304K | Buy |
+4,138
| New | +$304K | 0.14% | 119 |
|