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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,450
Closed -$271K 4647
2023
Q2
$271K Hold
5,450
﹤0.01% 1149
2023
Q1
$274K Buy
5,450
+1,375
+34% +$69.1K ﹤0.01% 1081
2022
Q4
$210K Buy
+4,075
New +$210K ﹤0.01% 1087