Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $163K | Sell |
2,009
-58
| -3% | -$4.71K | 0.01% | 219 |
|
|
2023
Q3 | $156K | Buy |
2,067
+2,064
| +68,800% | +$155K | 0.01% | 217 |
|
|
2023
Q2 | $257 | Sell |
3
-403
| -99% | -$34.5K | ﹤0.01% | 1000 |
|
|
2023
Q1 | $37K | Buy |
406
+4
| +1% | +$364 | ﹤0.01% | 375 |
|
|
2022
Q4 | $38K | Hold |
402
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $35K | Hold |
402
| – | – | ﹤0.01% | 356 |
|
|
2022
Q2 | $39K | Buy |
402
+1
| +0.2% | +$97 | ﹤0.01% | 345 |
|
|
2022
Q1 | $40K | Buy |
401
+3
| +0.8% | +$299 | ﹤0.01% | 354 |
|
|
2021
Q4 | $35K | Buy |
398
+36
| +10% | +$3.17K | ﹤0.01% | 374 |
|
|
2021
Q3 | $29K | Hold |
362
| – | – | ﹤0.01% | 361 |
|
|
2021
Q2 | $31K | Hold |
362
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $31K | Sell |
362
-29
| -7% | -$2.48K | ﹤0.01% | 311 |
|
|
2020
Q4 | $33K | Sell |
391
-47
| -11% | -$3.97K | ﹤0.01% | 292 |
|
|
2020
Q3 | $36K | Buy |
438
+1
| +0.2% | +$82 | ﹤0.01% | 255 |
|
|
2020
Q2 | $35K | Hold |
437
| – | – | ﹤0.01% | 249 |
|
|
2020
Q1 | $35K | Sell |
437
-91
| -17% | -$7.29K | ﹤0.01% | 223 |
|
|
2019
Q4 | $50K | Buy |
528
+1
| +0.2% | +$95 | 0.01% | 228 |
|
|
2019
Q3 | $49K | Buy |
527
+92
| +21% | +$8.55K | 0.01% | 205 |
|
|
2019
Q2 | $38K | Buy |
435
+1
| +0.2% | +$87 | 0.01% | 245 |
|
|
2019
Q1 | $37K | Buy |
434
+3
| +0.7% | +$256 | ﹤0.01% | 246 |
|
|
2018
Q4 | $33K | Buy |
431
+4
| +0.9% | +$306 | ﹤0.01% | 250 |
|
|
2018
Q3 | $31K | Buy |
427
+3
| +0.7% | +$218 | 0.01% | 253 |
|
|
2018
Q2 | $30K | Buy |
424
+4
| +1% | +$283 | ﹤0.01% | 247 |
|
|
2018
Q1 | $29K | Hold |
420
| – | – | ﹤0.01% | 248 |
|
|
2017
Q4 | $29K | Buy |
420
+70
| +20% | +$4.83K | ﹤0.01% | 252 |
|
|
2017
Q3 | $25K | Sell |
350
-30
| -8% | -$2.14K | ﹤0.01% | 255 |
|
|
2017
Q2 | $26K | Hold |
380
| – | – | ﹤0.01% | 243 |
|
|
2017
Q1 | $26K | Buy |
380
+30
| +9% | +$2.05K | 0.01% | 240 |
|
|
2016
Q4 | $22K | Buy |
+350
| New | +$22K | ﹤0.01% | 218 |
|