AWA
ARS Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $373K | Sell |
4,404
-48
| -1% | -$4.07K | 0.07% | 97 |
|
|
2021
Q1 | $377K | Sell |
4,452
-205
| -4% | -$17.4K | 0.08% | 85 |
|
|
2020
Q4 | $388K | Buy |
4,657
+3
| +0.1% | +$250 | 0.08% | 81 |
|
|
2020
Q3 | $380K | Buy |
4,654
+2
| +0% | +$163 | 0.1% | 72 |
|
|
2020
Q2 | $370K | Buy |
4,652
+3
| +0.1% | +$239 | 0.12% | 69 |
|
|
2020
Q1 | $372K | Buy |
4,649
+1,030
| +28% | +$82.4K | 0.16% | 64 |
|
|
2019
Q4 | $342K | Sell |
3,619
-98
| -3% | -$9.26K | 0.1% | 76 |
|
|
2019
Q3 | $348K | Buy |
3,717
+3
| +0.1% | +$281 | 0.11% | 74 |
|
|
2019
Q2 | $327K | Buy |
3,714
+359
| +11% | +$31.6K | 0.1% | 84 |
|
|
2019
Q1 | $281K | Sell |
3,355
-664
| -17% | -$55.6K | 0.09% | 86 |
|
|
2018
Q4 | $300K | Buy |
+4,019
| New | +$300K | 0.11% | 84 |
|
|
2018
Q2 | – | Sell |
-3,376
| Closed | -$232K | – | 112 |
|
|
2018
Q1 | $232K | Buy |
+3,376
| New | +$232K | 0.09% | 106 |
|