Asset Planning Services Inc’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-62,420	Closed	-$5.2M	–	43
2020 Q4	$5.2M	Sell	62,420 -1,700	-3%	-$148K	3.33%	14
2020 Q3	$5.24M	Sell	64,120 -1,100	-2%	-$90.6K	3.59%	11
2020 Q2	$5.19M	Sell	65,220 -3,285	-5%	-$268K	3.75%	11
2020 Q1	$5.48M	Sell	68,505 -175	-0.3%	-$16.5K	4.52%	6
2019 Q4	$6.49M	Buy	68,680 +675	+1%	+$62.4K	4.14%	3
2019 Q3	$6.37M	Sell	68,005 -1,650	-2%	-$150K	4.13%	4
2019 Q2	$6.13M	Buy	69,655 +400	+0.6%	+$34.5K	3.99%	4
2019 Q1	$5.8M	Buy	69,255 +250	+0.4%	+$19.9K	3.97%	4
2018 Q4	$5.16M	Buy	69,005 +425	+0.6%	+$31.9K	3.92%	6
2018 Q3	$4.86M	Buy	68,580 +400	+0.6%	+$28.5K	3.33%	10
2018 Q2	$4.72M	Buy	68,180 +2,775	+4%	+$187K	3.39%	8
2018 Q1	$4.49M	Buy	65,405 +1,970	+3%	+$133K	3.31%	11
2017 Q4	$4.67M	Sell	63,435 -60	-0.1%	-$4.48K	3.29%	12
2017 Q3	$4.46M	Buy	63,495 +2,850	+5%	+$203K	3.61%	10
2017 Q2	$4.21M	Buy	60,645 +1,050	+2%	+$72.9K	3.54%	9
2017 Q1	$4M	Buy	59,595 +300	+0.5%	+$19.4K	3.4%	11
2016 Q4	$3.73M	Buy	+59,295	New	+$3.66M	3.5%	14