Destiny Wealth Partners’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
Q1 | – | Sell |
-1,279
| Closed | -$121K | – | 193 |
|
|
2022
Q4 | $121K | Sell |
1,279
-3,028
| -70% | -$288K | 0.03% | 216 |
|
|
2022
Q3 | $372K | Buy |
4,307
+668
| +18% | +$57.7K | 0.08% | 108 |
|
|
2022
Q2 | $349K | Buy |
3,639
+1,337
| +58% | +$128K | 0.08% | 104 |
|
|
2022
Q1 | $230K | Buy |
2,302
+375
| +19% | +$37.5K | 0.04% | 147 |
|
|
2021
Q4 | $171K | Buy |
1,927
+56
| +3% | +$4.97K | 0.03% | 192 |
|
|
2021
Q3 | $152K | Buy |
+1,871
| New | +$152K | 0.03% | 185 |
|
|
2021
Q2 | – | Sell |
-1,669
| Closed | -$141K | – | 190 |
|
|
2021
Q1 | $141K | Sell |
1,669
-2,666
| -61% | -$225K | 0.03% | 190 |
|
|
2020
Q4 | $361K | Buy |
+4,335
| New | +$361K | 0.08% | 126 |
|