EWM
Edge Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15
| Closed | -$1K | – | 103 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 463 |
|
|
2021
Q1 | – | Sell |
-23,880
| Closed | -$1.98M | – | 436 |
|
|
2020
Q4 | $1.98M | Buy |
23,880
+19,880
| +497% | +$1.65M | 0.45% | 41 |
|
|
2020
Q3 | $327K | Buy |
+4,000
| New | +$327K | 0.08% | 84 |
|
|
2013
Q4 | – | Sell |
-140
| Closed | -$6K | – | 345 |
|
|
2013
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 257 |
|
|
2013
Q2 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 251 |
|