Domani Wealth’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
$722K Hold
7,934
0.17% 62
2022
Q4
$753K Buy
7,934
+57
+0.7% +$5.41K 0.19% 58
2022
Q3
$681K Hold
7,877
0.2% 51
2022
Q2
$756K Hold
7,877
0.21% 50
2022
Q1
$786K Buy
7,877
+107
+1% +$10.7K 0.17% 59
2021
Q4
$691K Hold
7,770
0.14% 64
2021
Q3
$631K Sell
7,770
-5
-0.1% -$406 0.13% 60
2021
Q2
$658K Sell
7,775
-100
-1% -$8.46K 0.13% 58
2021
Q1
$667K Sell
7,875
-1,101
-12% -$93.3K 0.13% 58
2020
Q4
$747K Buy
8,976
+155
+2% +$12.9K 0.15% 53
2020
Q3
$721K Hold
8,821
0.16% 56
2020
Q2
$703K Sell
8,821
-50
-0.6% -$3.99K 0.16% 55
2020
Q1
$710K Buy
8,871
+375
+4% +$30K 0.19% 56
2019
Q4
$803K Hold
8,496
0.27% 43
2019
Q3
$796K Hold
8,496
0.29% 43
2019
Q2
$748K Hold
8,496
0.28% 42
2019
Q1
$712K Hold
8,496
0.29% 43
2018
Q4
$635K Hold
8,496
0.3% 43
2018
Q3
$602K Hold
8,496
0.26% 47
2018
Q2
$588K Hold
8,496
0.27% 48
2018
Q1
$583K Hold
8,496
0.25% 48
2017
Q4
$625K Hold
8,496
0.27% 49
2017
Q3
$597K Hold
8,496
0.26% 51
2017
Q2
$590K Hold
8,496
0.24% 53
2017
Q1
$570K Hold
8,496
0.23% 57
2016
Q4
$535K Hold
8,496
0.22% 60
2016
Q3
$546K Hold
8,496
0.21% 64
2016
Q2
$595K Hold
8,496
0.23% 64
2016
Q1
$561K Hold
8,496
0.21% 72
2015
Q4
$495K Sell
8,496
-968
-10% -$56.4K 0.19% 71
2015
Q3
$538K Hold
9,464
0.29% 48
2015
Q2
$501K Buy
9,464
+8,932
+1,679% +$473K 0.27% 50
2015
Q1
$9.46K Buy
+532
New +$9.46K 0.14% 50