Cypress Wealth Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,292
| Closed | -$217K | – | 247 |
|
|
2019
Q4 | $217K | Hold |
2,292
| – | – | 0.05% | 233 |
|
|
2019
Q3 | $215K | Sell |
2,292
-157
| -6% | -$14.7K | 0.06% | 226 |
|
|
2019
Q2 | $216K | Buy |
+2,449
| New | +$216K | 0.06% | 234 |
|
|
2018
Q1 | – | Sell |
-6,193
| Closed | -$456K | – | 195 |
|
|
2017
Q4 | $456K | Buy |
+6,193
| New | +$456K | 0.19% | 115 |
|