B. Riley 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 | $491 | Buy |
+5,117
| New | +$491 | ﹤0.01% | 414 |
|
|
2020
Q4 | – | Sell |
-4,955
| Closed | -$405K | – | 389 |
|
|
2020
Q3 | $405K | Buy |
+4,955
| New | +$405K | 0.05% | 259 |
|
|
2020
Q2 | – | Sell |
-4,965
| Closed | -$397K | – | 425 |
|
|
2020
Q1 | $397K | Buy |
+4,965
| New | +$397K | 0.04% | 302 |
|
|
2019
Q4 | – | Sell |
-2,136
| Closed | -$200K | – | 402 |
|
|
2019
Q3 | $200K | Sell |
2,136
-255
| -11% | -$23.9K | 0.03% | 344 |
|
|
2019
Q2 | $211 | Buy |
+2,391
| New | +$211 | 0.03% | 344 |
|