Endurance 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
Q4 | – | Sell |
-200
| Closed | -$17K | – | 631 |
|
2022
Q3 | $17K | Sell |
200
-200
| -50% | -$17K | ﹤0.01% | 420 |
|
2022
Q2 | $38K | Hold |
400
| – | – | 0.01% | 358 |
|
2022
Q1 | $40K | Hold |
400
| – | – | 0.01% | 375 |
|
2021
Q4 | $36K | Hold |
400
| – | – | ﹤0.01% | 385 |
|
2021
Q3 | $32K | Hold |
400
| – | – | ﹤0.01% | 396 |
|
2021
Q2 | $33K | Sell |
400
-19
| -5% | -$1.57K | ﹤0.01% | 397 |
|
2021
Q1 | $35K | Sell |
419
-72
| -15% | -$6.01K | ﹤0.01% | 391 |
|
2020
Q4 | $41K | Hold |
491
| – | – | 0.01% | 346 |
|
2020
Q3 | $40K | Hold |
491
| – | – | 0.01% | 330 |
|
2020
Q2 | $39K | Hold |
491
| – | – | 0.01% | 332 |
|
2020
Q1 | $39K | Buy |
491
+19
| +4% | +$1.51K | 0.01% | 307 |
|
2019
Q4 | $45K | Buy |
472
+72
| +18% | +$6.86K | 0.01% | 291 |
|
2019
Q3 | $37K | Hold |
400
| – | – | 0.01% | 303 |
|
2019
Q2 | $35K | Hold |
400
| – | – | 0.01% | 292 |
|
2019
Q1 | $34K | Hold |
400
| – | – | 0.01% | 293 |
|
2018
Q4 | $30K | Hold |
400
| – | – | 0.01% | 293 |
|
2018
Q3 | $28K | Hold |
400
| – | – | ﹤0.01% | 314 |
|
2018
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 314 |
|
2018
Q1 | $27K | Hold |
400
| – | – | ﹤0.01% | 327 |
|
2017
Q4 | $29K | Hold |
400
| – | – | ﹤0.01% | 315 |
|
2017
Q3 | $28K | Sell |
400
-656
| -62% | -$45.9K | ﹤0.01% | 314 |
|
2017
Q2 | $73K | Hold |
1,056
| – | – | 0.01% | 242 |
|
2017
Q1 | $71K | Buy |
1,056
+400
| +61% | +$26.9K | 0.01% | 240 |
|
2016
Q4 | $41K | Hold |
656
| – | – | 0.01% | 283 |
|
2016
Q3 | $41K | Hold |
656
| – | – | 0.01% | 282 |
|
2016
Q2 | $46K | Hold |
656
| – | – | 0.01% | 265 |
|
2016
Q1 | $44 | Hold |
656
| – | – | 0.01% | 270 |
|
2015
Q4 | $38K | Hold |
656
| – | – | 0.01% | 289 |
|
2015
Q3 | $38K | Sell |
656
-600
| -48% | -$34.8K | 0.01% | 293 |
|
2015
Q2 | $67K | Buy |
+1,256
| New | +$67K | 0.01% | 243 |
|