BWA
Burt Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
3,078
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $336K | Hold |
3,078
| – | – | 0.08% | 83 |
|
|
2024
Q4 | $284K | Sell |
3,078
-56
| -2% | -$5.17K | 0.07% | 94 |
|
|
2024
Q3 | $322K | Sell |
3,134
-180
| -5% | -$18.5K | 0.08% | 87 |
|
|
2024
Q2 | $291K | Sell |
3,314
-57
| -2% | -$5K | 0.08% | 91 |
|
|
2024
Q1 | $290K | Buy |
+3,371
| New | +$290K | 0.07% | 92 |
|
|
2021
Q1 | – | Sell |
-584
| Closed | -$49K | – | 97 |
|
|
2020
Q4 | $49K | Hold |
584
| – | – | 0.02% | 181 |
|
|
2020
Q3 | $48K | Hold |
584
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $47K | Hold |
584
| – | – | 0.02% | 177 |
|
|
2020
Q1 | $47K | Hold |
584
| – | – | 0.02% | 167 |
|
|
2019
Q4 | $55K | Hold |
584
| – | – | 0.02% | 166 |
|
|
2019
Q3 | $55K | Hold |
584
| – | – | 0.02% | 165 |
|
|
2019
Q2 | $51K | Hold |
584
| – | – | 0.02% | 167 |
|
|
2019
Q1 | $49K | Hold |
584
| – | – | 0.02% | 176 |
|
|
2018
Q4 | $44K | Hold |
584
| – | – | 0.02% | 181 |
|
|
2018
Q3 | $41K | Hold |
584
| – | – | 0.02% | 193 |
|
|
2018
Q2 | $40K | Hold |
584
| – | – | 0.02% | 192 |
|
|
2018
Q1 | $40K | Hold |
584
| – | – | 0.02% | 198 |
|
|
2017
Q4 | $43K | Hold |
584
| – | – | 0.03% | 192 |
|
|
2017
Q3 | $41K | Hold |
584
| – | – | 0.03% | 189 |
|
|
2017
Q2 | $40K | Hold |
584
| – | – | 0.03% | 204 |
|
|
2017
Q1 | $39K | Sell |
584
-104
| -15% | -$6.95K | 0.03% | 183 |
|
|
2016
Q4 | $43K | Buy |
688
+104
| +18% | +$6.5K | 0.04% | 177 |
|
|
2016
Q3 | $37K | Hold |
584
| – | – | 0.04% | 174 |
|
|
2016
Q2 | $40K | Sell |
584
-133
| -19% | -$9.11K | 0.04% | 169 |
|
|
2016
Q1 | $48K | Hold |
717
| – | – | 0.04% | 171 |
|
|
2015
Q4 | $41K | Sell |
717
-267
| -27% | -$15.3K | 0.03% | 160 |
|
|
2015
Q3 | $55K | Buy |
+984
| New | +$55K | 0.07% | 127 |
|