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Elmwood Wealth Management’s American Electric Power AEP Stock Holding History

Elmwood Wealth Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$12K Hold
140
– – 0.01% 248
2021
Q1 		$12K Buy
+140
New +$11.3K 0.01% 238
2020
Q3 		$11K Hold
140
– – 0.01% 184
2020
Q2 		$11K Buy
140
+40
+40% +$3.27K 0.01% 184
2020
Q1 		$6.86K Buy
+100
New +$9.46K 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 		$6.92K Hold
100
– – 0.01% 213
2018
Q1 		$6.86K Buy
+100
New +$6.73K 0.01% 207

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