CWS Financial 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
Q4 | – | Sell |
-1,050
| Closed | -$79K | – | 145 |
|
|
2023
Q3 | $79K | Buy |
+1,050
| New | +$79K | 0.03% | 151 |
|
|
2022
Q3 | – | Sell |
-2,611
| Closed | -$250K | – | 137 |
|
|
2022
Q2 | $250K | Buy |
2,611
+191
| +8% | +$18.3K | 0.11% | 120 |
|
|
2022
Q1 | $241K | Buy |
2,420
+68
| +3% | +$6.77K | 0.09% | 136 |
|
|
2021
Q4 | $209K | Buy |
+2,352
| New | +$209K | 0.07% | 145 |
|
|
2020
Q2 | – | Sell |
-2,280
| Closed | -$215K | – | 120 |
|
|
2020
Q1 | $215K | Hold |
2,280
| – | – | 0.16% | 111 |
|
|
2019
Q4 | $215K | Buy |
+2,280
| New | +$215K | 0.16% | 112 |
|