Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $163K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $257 | Sell |
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|
2023
Q1 | $37K | Buy |
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|
2022
Q4 | $38K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $40K | Buy |
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|
2021
Q4 | $35K | Buy |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $31K | Sell |
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|
2020
Q4 | $33K | Sell |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $50K | Buy |
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|
2019
Q3 | $49K | Buy |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $37K | Buy |
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|
2018
Q4 | $33K | Buy |
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|
2018
Q3 | $31K | Buy |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $25K | Sell |
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|
2017
Q2 | $26K | Hold |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $22K | Buy |
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