Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-475
| Closed | -$40K | – | 127 |
|
|
2023
Q2 | $40K | Sell |
475
-117
| -20% | -$9.85K | 0.04% | 207 |
|
|
2023
Q1 | $53.9K | Buy |
592
+2
| +0.3% | +$182 | 0.05% | 193 |
|
|
2022
Q4 | $56.1K | Buy |
590
+36
| +6% | +$3.42K | 0.04% | 163 |
|
|
2022
Q3 | $48K | Sell |
554
-53
| -9% | -$4.59K | 0.04% | 167 |
|
|
2022
Q2 | $58K | Sell |
607
-222
| -27% | -$21.2K | 0.04% | 167 |
|
|
2022
Q1 | $83K | Sell |
829
-125
| -13% | -$12.5K | 0.05% | 151 |
|
|
2021
Q4 | $85K | Buy |
954
+36
| +4% | +$3.21K | 0.05% | 171 |
|
|
2021
Q3 | $75K | Buy |
918
+231
| +34% | +$18.9K | 0.05% | 191 |
|
|
2021
Q2 | $58K | Sell |
687
-454
| -40% | -$38.3K | 0.04% | 227 |
|
|
2021
Q1 | $97K | Buy |
1,141
+807
| +242% | +$68.6K | 0.06% | 157 |
|
|
2020
Q4 | $28K | Buy |
+334
| New | +$28K | 0.02% | 261 |
|