Clarus Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$7K | – | 156 |
|
|
2019
Q2 | $7K | Hold |
75
| – | – | 0.01% | 465 |
|
|
2019
Q1 | $6K | Sell |
75
-23
| -23% | -$1.84K | ﹤0.01% | 555 |
|
|
2018
Q4 | $7K | Hold |
98
| – | – | 0.01% | 546 |
|
|
2018
Q3 | $7K | Buy |
98
+1
| +1% | +$71 | ﹤0.01% | 575 |
|
|
2018
Q2 | $7K | Buy |
+97
| New | +$7K | 0.01% | 572 |
|