CWM
Compass Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-125
| Closed | -$13.7K | – | 158 |
|
|
2025
Q1 | $13.7K | Hold |
125
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $11.5K | Hold |
125
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $12.8K | Hold |
125
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $10.8K | Sell |
125
-78
| -38% | -$6.72K | ﹤0.01% | 346 |
|
|
2023
Q4 | $16.5K | Hold |
203
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $15.3K | Hold |
203
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $17.1K | Hold |
203
| – | – | 0.01% | 336 |
|
|
2023
Q1 | $18.5K | Hold |
203
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $19.3K | Buy |
+203
| New | +$19.3K | 0.01% | 322 |
|