Clearview Wealth Advisors’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-475
Closed -$40K 127
2023
Q2
$40K Sell
475
-117
-20% -$10.3K 0.04% 207
2023
Q1
$53.9K Buy
592
+2
+0.3% +$183 0.05% 193
2022
Q4
$56K Buy
590
+36
+6% +$3.28K 0.04% 163
2022
Q3
$48K Sell
554
-53
-9% -$5.24K 0.04% 167
2022
Q2
$58K Sell
607
-222
-27% -$22K 0.04% 167
2022
Q1
$83K Sell
829
-125
-13% -$11.4K 0.05% 151
2021
Q4
$85K Buy
954
+36
+4% +$3.04K 0.05% 171
2021
Q3
$75K Buy
918
+231
+34% +$20.2K 0.05% 191
2021
Q2
$58K Sell
687
-454
-40% -$39.1K 0.04% 227
2021
Q1
$97K Buy
1,141
+807
+242% +$65.1K 0.06% 157
2020
Q4
$28K Buy
+334
New +$29K 0.02% 261

Other funds holding AEP