Carson Wealth (CWM LLC)
AEPPZ

Carson Wealth (CWM LLC)’s American Electric Power Company, Inc. Corporate Units AEPPZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEPPZ Stock Details AEPPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,450
Closed -$271K – 4657
2023
Q2 		$271K Hold
5,450
– – ﹤0.01% 1151
2023
Q1 		$274K Buy
5,450
+1,375
+34% +$69.6K ﹤0.01% 1083
2022
Q4 		$210K Buy
+4,075
New +$207K ﹤0.01% 1089

Carson Wealth (CWM LLC)'s AEPPZ Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of American Electric Power Company, Inc. Corporate Units (AEPPZ) in Q3 2023, closing a stake of 5,450 shares — an estimated $271K sold.

Carson Wealth (CWM LLC) first reported a position in AEPPZ in Q4 2022 and held it in 3 quarters. The position peaked at $274K in Q1 2023. 0 funds tracked by Wall St. Rank hold AEPPZ as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining American Electric Power Company, Inc. Corporate Units position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5,450 American Electric Power Company, Inc. Corporate Units shares in Q3 2023, an estimated $271K.
  • Carson Wealth (CWM LLC) first reported a position in American Electric Power Company, Inc. Corporate Units in Q4 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s American Electric Power Company, Inc. Corporate Units position peaked at $274K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held American Electric Power Company, Inc. Corporate Units as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.