Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $12K | Hold |
140
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $12K | Buy |
+140
| New | +$12K | 0.01% | 238 |
|
|
2020
Q3 | $11K | Hold |
140
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $11K | Buy |
140
+40
| +40% | +$3.14K | 0.01% | 184 |
|
|
2020
Q1 | $6.86K | Buy |
+100
| New | +$6.86K | 0.01% | 207 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$9K | – | 91 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | 0.01% | 183 |
|
|
2019
Q2 | $9K | Hold |
100
| – | – | 0.01% | 200 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | 0.01% | 198 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | 0.01% | 209 |
|
|
2018
Q3 | $7.09K | Hold |
100
| – | – | 0.01% | 217 |
|
|
2018
Q2 | $6.93K | Hold |
100
| – | – | 0.01% | 213 |
|
|
2018
Q1 | $6.86K | Buy |
+100
| New | +$6.86K | 0.01% | 207 |
|