FormulaFolio Investments’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
Q2 | $9K | Buy |
112
+37
| +49% | +$2.97K | ﹤0.01% | 273 |
|
|
2021
Q1 | $6K | Sell |
75
-9,658
| -99% | -$773K | ﹤0.01% | 319 |
|
|
2020
Q4 | $810K | Buy |
+9,733
| New | +$810K | 0.02% | 355 |
|
|
2020
Q3 | – | Sell |
-2,860
| Closed | -$228K | – | 316 |
|
|
2020
Q2 | $228K | Sell |
2,860
-289
| -9% | -$23K | 0.01% | 262 |
|
|
2020
Q1 | $252K | Sell |
3,149
-646
| -17% | -$51.7K | 0.01% | 238 |
|
|
2019
Q4 | $359K | Buy |
3,795
+1,533
| +68% | +$145K | 0.01% | 278 |
|
|
2019
Q3 | $212K | Sell |
2,262
-69
| -3% | -$6.47K | 0.01% | 322 |
|
|
2019
Q2 | $205K | Sell |
2,331
-585
| -20% | -$51.4K | 0.01% | 305 |
|
|
2019
Q1 | $244K | Sell |
2,916
-254
| -8% | -$21.3K | 0.01% | 293 |
|
|
2018
Q4 | $225K | Hold |
3,170
| – | – | 0.01% | 295 |
|
|
2018
Q3 | $225K | Sell |
3,170
-815
| -20% | -$57.8K | 0.01% | 295 |
|
|
2018
Q2 | $276K | Buy |
3,985
+745
| +23% | +$51.6K | 0.01% | 259 |
|
|
2018
Q1 | $222K | Sell |
3,240
-9,417
| -74% | -$645K | 0.01% | 251 |
|
|
2017
Q4 | $931K | Buy |
12,657
+9,609
| +315% | +$707K | 0.06% | 102 |
|
|
2017
Q3 | $214K | Sell |
3,048
-31
| -1% | -$2.18K | 0.02% | 210 |
|
|
2017
Q2 | $214K | Sell |
3,079
-108
| -3% | -$7.51K | 0.02% | 207 |
|
|
2017
Q1 | $214K | Buy |
+3,187
| New | +$214K | 0.02% | 201 |
|