CWM
C2C Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,704
| Closed | -$693K | – | 106 |
|
|
2023
Q3 | $693K | Hold |
9,704
| – | – | 0.1% | 105 |
|
|
2023
Q2 | $835K | Hold |
9,704
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $915K | Hold |
9,704
| – | – | 0.15% | 90 |
|
|
2022
Q4 | $894K | Hold |
9,704
| – | – | 0.15% | 65 |
|
|
2022
Q3 | $880K | Hold |
9,704
| – | – | 0.17% | 68 |
|
|
2022
Q2 | $908K | Hold |
9,704
| – | – | 0.17% | 70 |
|
|
2022
Q1 | $1M | Hold |
9,704
| – | – | 0.17% | 74 |
|
|
2021
Q4 | $863K | Buy |
+9,704
| New | +$863K | 0.12% | 91 |
|