Bernardo Wealth Planning’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,858
| Closed | -$237K | – | 81 |
|
|
2020
Q4 | $237K | Buy |
2,858
+37
| +1% | +$3.07K | 0.09% | 151 |
|
|
2020
Q3 | $230K | Buy |
2,821
+11
| +0.4% | +$897 | 0.1% | 138 |
|
|
2020
Q2 | $223K | Sell |
2,810
-291
| -9% | -$23.1K | 0.12% | 121 |
|
|
2020
Q1 | $248K | Sell |
3,101
-732
| -19% | -$58.5K | 0.17% | 116 |
|
|
2019
Q4 | $362K | Sell |
3,833
-49
| -1% | -$4.63K | 0.22% | 109 |
|
|
2019
Q3 | $363K | Sell |
3,882
-118
| -3% | -$11K | 0.26% | 102 |
|
|
2019
Q2 | $352K | Sell |
4,000
-97
| -2% | -$8.54K | 0.28% | 102 |
|
|
2019
Q1 | $343K | Sell |
4,097
-62
| -1% | -$5.19K | 0.27% | 101 |
|
|
2018
Q4 | $311K | Buy |
+4,159
| New | +$311K | 0.28% | 97 |
|