Carroll Financial Associates’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $518K | Buy |
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|
2021
Q2 | $538K | Buy |
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|
2021
Q1 | $432K | Buy |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $412K | Hold |
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|
2020
Q2 | $401K | Hold |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $480K | Sell |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $445K | Buy |
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|
2019
Q1 | $399K | Buy |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $409K | Sell |
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|
2018
Q2 | $449K | Sell |
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|
2018
Q1 | $478K | Sell |
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|
2017
Q4 | $586K | Sell |
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|
2017
Q3 | $574K | Buy |
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|
2017
Q2 | $532K | Buy |
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|
2017
Q1 | $471K | Buy |
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|
2016
Q4 | $433K | Hold |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $505K | Hold |
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|
2016
Q1 | $478K | Buy |
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|
2015
Q4 | $378K | Buy |
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|
2015
Q3 | $361K | Buy |
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|
2015
Q2 | $249K | Buy |
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|
2015
Q1 | $114K | Buy |
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|
2014
Q4 | $26K | Sell |
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|
2014
Q3 | $28K | Sell |
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|
2014
Q2 | $131K | Buy |
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|
2014
Q1 | $86K | Buy |
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|
2013
Q4 | $50K | Sell |
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|
2013
Q3 | $57K | Sell |
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|
2013
Q2 | $75K | Buy |
|