Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-199
| Closed | -$17.1K | – | 79 |
|
|
2024
Q1 | $17.1K | Buy |
199
+194
| +3,880% | +$16.7K | ﹤0.01% | 211 |
|
|
2023
Q4 | $475 | Hold |
5
| – | – | ﹤0.01% | 377 |
|
|
2023
Q3 | $377 | Hold |
5
| – | – | ﹤0.01% | 461 |
|
|
2023
Q2 | $421 | Hold |
5
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $455 | Hold |
5
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $475 | Hold |
5
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $433 | Hold |
5
| – | – | ﹤0.01% | 371 |
|
|
2022
Q2 | $480 | Buy |
+5
| New | +$480 | ﹤0.01% | 378 |
|