Evolution Wealth Advisors’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
Q4 | – | Sell |
-69
| Closed | -$6K | – | 152 |
|
|
2021
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 411 |
|
|
2020
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 355 |
|
|
2020
Q1 | – | Sell |
-79
| Closed | -$7K | – | 311 |
|
|
2019
Q4 | $7K | Buy |
79
+10
| +14% | +$886 | ﹤0.01% | 344 |
|
|
2019
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 241 |
|
|
2019
Q2 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 225 |
|