Capital Advisory Group Advisory Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$10K | – | 210 |
|
|
2022
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 363 |
|
|
2021
Q4 | – | Sell |
-294
| Closed | -$24K | – | 172 |
|
|
2021
Q3 | $24K | Hold |
294
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $25K | Hold |
294
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $25K | Hold |
294
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $24K | Hold |
294
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $24K | Sell |
294
-47
| -14% | -$3.84K | 0.01% | 244 |
|
|
2020
Q2 | $27K | Hold |
341
| – | – | 0.02% | 224 |
|
|
2020
Q1 | $28K | Buy |
+341
| New | +$28K | 0.03% | 138 |
|
|
2019
Q4 | – | Sell |
-341
| Closed | -$32K | – | 200 |
|
|
2019
Q3 | $32K | Hold |
341
| – | – | 0.02% | 172 |
|
|
2019
Q2 | $30K | Buy |
341
+332
| +3,689% | +$29.2K | 0.02% | 184 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 395 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 369 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 344 |
|
|
2018
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 328 |
|