Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $670K | Buy |
7,753
+144
| +2% | +$12.4K | 0.06% | 117 |
|
|
2022
Q2 | $730K | Buy |
7,609
+279
| +4% | +$26.8K | 0.06% | 118 |
|
|
2022
Q1 | $731K | Buy |
7,330
+5
| +0.1% | +$499 | 0.05% | 135 |
|
|
2021
Q4 | $652K | Sell |
7,325
-411
| -5% | -$36.6K | 0.05% | 131 |
|
|
2021
Q3 | $628K | Sell |
7,736
-99
| -1% | -$8.04K | 0.05% | 129 |
|
|
2021
Q2 | $663K | Sell |
7,835
-305
| -4% | -$25.8K | 0.06% | 125 |
|
|
2021
Q1 | $689K | Sell |
8,140
-598
| -7% | -$50.6K | 0.07% | 118 |
|
|
2020
Q4 | $728K | Sell |
8,738
-254
| -3% | -$21.2K | 0.07% | 113 |
|
|
2020
Q3 | $735K | Sell |
8,992
-255
| -3% | -$20.8K | 0.09% | 109 |
|
|
2020
Q2 | $736K | Sell |
9,247
-92
| -1% | -$7.32K | 0.1% | 98 |
|
|
2020
Q1 | $747K | Sell |
9,339
-73
| -0.8% | -$5.84K | 0.12% | 86 |
|
|
2019
Q4 | $890K | Sell |
9,412
-79
| -0.8% | -$7.47K | 0.11% | 88 |
|
|
2019
Q3 | $889K | Sell |
9,491
-121
| -1% | -$11.3K | 0.12% | 87 |
|
|
2019
Q2 | $846K | Buy |
9,612
+18
| +0.2% | +$1.58K | 0.12% | 80 |
|
|
2019
Q1 | $812K | Sell |
9,594
-1,948
| -17% | -$165K | 0.12% | 85 |
|
|
2018
Q4 | $863K | Sell |
11,542
-167
| -1% | -$12.5K | 0.15% | 73 |
|
|
2018
Q3 | $830K | Sell |
11,709
-310
| -3% | -$22K | 0.13% | 78 |
|
|
2018
Q2 | $832K | Buy |
12,019
+1,543
| +15% | +$107K | 0.14% | 80 |
|
|
2018
Q1 | $719K | Sell |
10,476
-203
| -2% | -$13.9K | 0.12% | 78 |
|
|
2017
Q4 | $786K | Sell |
10,679
-94
| -0.9% | -$6.92K | 0.13% | 74 |
|
|
2017
Q3 | $757K | Sell |
10,773
-173
| -2% | -$12.2K | 0.13% | 70 |
|
|
2017
Q2 | $760K | Buy |
10,946
+937
| +9% | +$65.1K | 0.14% | 68 |
|
|
2017
Q1 | $672K | Buy |
+10,009
| New | +$672K | 0.14% | 68 |
|