Clear Perspective Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $219K | Sell |
2,457
-50
| -2% | -$4.46K | 0.07% | 165 |
|
|
2021
Q3 | $204K | Sell |
2,507
-25
| -1% | -$2.03K | 0.07% | 162 |
|
|
2021
Q2 | $214K | Hold |
2,532
| – | – | 0.07% | 158 |
|
|
2021
Q1 | $214K | Buy |
+2,532
| New | +$214K | 0.08% | 148 |
|
|
2019
Q4 | – | Sell |
-2,410
| Closed | -$226K | – | 135 |
|
|
2019
Q3 | $226K | Hold |
2,410
| – | – | 0.1% | 127 |
|
|
2019
Q2 | $212K | Sell |
2,410
-428
| -15% | -$37.7K | 0.14% | 137 |
|
|
2019
Q1 | $236K | Sell |
2,838
-1,000
| -26% | -$83.2K | 0.17% | 126 |
|
|
2018
Q4 | $287K | Sell |
3,838
-130
| -3% | -$9.72K | 0.24% | 103 |
|
|
2018
Q3 | $281K | Sell |
3,968
-83
| -2% | -$5.88K | 0.21% | 119 |
|
|
2018
Q2 | $281K | Sell |
4,051
-1,533
| -27% | -$106K | 0.2% | 116 |
|
|
2018
Q1 | $383K | Sell |
5,584
-500
| -8% | -$34.3K | 0.29% | 88 |
|
|
2017
Q4 | $448K | Sell |
6,084
-517
| -8% | -$38.1K | 0.34% | 80 |
|
|
2017
Q3 | $464K | Sell |
6,601
-975
| -13% | -$68.5K | 0.38% | 72 |
|
|
2017
Q2 | $526K | Sell |
7,576
-1,582
| -17% | -$110K | 0.44% | 58 |
|
|
2017
Q1 | $615K | Hold |
9,158
| – | – | 0.41% | 54 |
|
|
2016
Q4 | $577K | Buy |
+9,158
| New | +$577K | 0.38% | 65 |
|