Foresight 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
Q3 | – | Sell |
-8,901
| Closed | -$753K | – | 118 |
|
|
2021
Q2 | $753K | Hold |
8,901
| – | – | 0.17% | 58 |
|
|
2021
Q1 | $754K | Hold |
8,901
| – | – | 0.19% | 47 |
|
|
2020
Q4 | $741K | Hold |
8,901
| – | – | 0.2% | 46 |
|
|
2020
Q3 | $727K | Sell |
8,901
-27
| -0.3% | -$2.21K | 0.24% | 45 |
|
|
2020
Q2 | $711K | Hold |
8,928
| – | – | 0.32% | 45 |
|
|
2020
Q1 | $714K | Sell |
8,928
-285
| -3% | -$22.8K | 0.49% | 37 |
|
|
2019
Q4 | $871K | Buy |
9,213
+4
| +0% | +$378 | 0.54% | 36 |
|
|
2019
Q3 | $863K | Buy |
9,209
+2
| +0% | +$187 | 0.62% | 36 |
|
|
2019
Q2 | $810K | Buy |
9,207
+29
| +0.3% | +$2.55K | 0.61% | 37 |
|
|
2019
Q1 | $769K | Buy |
9,178
+2
| +0% | +$168 | 0.67% | 41 |
|
|
2018
Q4 | $686K | Buy |
+9,176
| New | +$686K | 0.73% | 40 |
|