Baldwin Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-175
| Closed | -$18K | – | 247 |
|
|
2024
Q3 | $18K | Buy |
175
+46
| +36% | +$4.72K | ﹤0.01% | 713 |
|
|
2024
Q2 | $11.3K | Hold |
129
| – | – | ﹤0.01% | 526 |
|
|
2024
Q1 | $11.1K | Hold |
129
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $10.5K | Sell |
129
-250
| -66% | -$20.3K | ﹤0.01% | 568 |
|
|
2023
Q3 | $28.5K | Hold |
379
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $31.9K | Hold |
379
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $34.5K | Hold |
379
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $36K | Buy |
379
+250
| +194% | +$23.7K | ﹤0.01% | 458 |
|
|
2022
Q3 | $11K | Hold |
129
| – | – | ﹤0.01% | 505 |
|
|
2022
Q2 | $12K | Hold |
129
| – | – | ﹤0.01% | 516 |
|
|
2022
Q1 | $13K | Hold |
129
| – | – | ﹤0.01% | 512 |
|
|
2021
Q4 | $11K | Hold |
129
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $10K | Hold |
129
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $11K | Hold |
129
| – | – | ﹤0.01% | 523 |
|
|
2021
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 503 |
|
|
2020
Q4 | $11K | Hold |
129
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $11K | Hold |
129
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $10K | Hold |
129
| – | – | ﹤0.01% | 428 |
|
|
2020
Q1 | $10K | Hold |
129
| – | – | ﹤0.01% | 424 |
|
|
2019
Q4 | $12K | Hold |
129
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $12K | Hold |
129
| – | – | ﹤0.01% | 437 |
|
|
2019
Q2 | $11K | Hold |
129
| – | – | ﹤0.01% | 442 |
|
|
2019
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 444 |
|
|
2018
Q4 | $10K | Hold |
129
| – | – | ﹤0.01% | 435 |
|
|
2018
Q3 | $9K | Hold |
129
| – | – | ﹤0.01% | 468 |
|
|
2018
Q2 | $9K | Hold |
129
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $9K | Hold |
129
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $9K | Hold |
129
| – | – | ﹤0.01% | 419 |
|
|
2017
Q3 | $9K | Hold |
129
| – | – | ﹤0.01% | 412 |
|
|
2017
Q2 | $9K | Hold |
129
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $9K | Sell |
129
-103
| -44% | -$7.19K | ﹤0.01% | 428 |
|
|
2016
Q4 | $15K | Hold |
232
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $15K | Buy |
232
+103
| +80% | +$6.66K | ﹤0.01% | 411 |
|
|
2016
Q2 | $9K | Hold |
129
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $9K | Buy |
+129
| New | +$9K | ﹤0.01% | 418 |
|