Fusion Family Wealth’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 | – | Sell |
-356
| Closed | -$30K | – | 40 |
|
|
2021
Q1 | $30K | Sell |
356
-500
| -58% | -$42.1K | ﹤0.01% | 63 |
|
|
2020
Q4 | $71K | Buy |
856
+500
| +140% | +$41.5K | 0.01% | 45 |
|
|
2020
Q3 | $29K | Hold |
356
| – | – | 0.01% | 60 |
|
|
2020
Q2 | $28K | Hold |
356
| – | – | 0.01% | 64 |
|
|
2020
Q1 | $28K | Hold |
356
| – | – | 0.01% | 70 |
|
|
2019
Q4 | $34K | Buy |
+356
| New | +$34K | 0.01% | 74 |
|