Destination Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$88K | – | 148 |
|
|
2019
Q2 | $88K | Sell |
1,000
-502
| -33% | -$44.2K | ﹤0.01% | 198 |
|
|
2019
Q1 | $126K | Buy |
1,502
+502
| +50% | +$42.1K | 0.01% | 166 |
|
|
2018
Q4 | $75K | Sell |
1,000
-29
| -3% | -$2.18K | ﹤0.01% | 209 |
|
|
2018
Q3 | $73K | Sell |
1,029
-2,183
| -68% | -$155K | ﹤0.01% | 243 |
|
|
2018
Q2 | $222K | Buy |
+3,212
| New | +$222K | 0.01% | 136 |
|