Global Wealth Management Investment Advisory’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
Q1 | – | Sell |
-1,188
| Closed | -$96.5K | – | 144 |
|
|
2023
Q4 | $96.5K | Hold |
1,188
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $89.4K | Hold |
1,188
| – | – | 0.03% | 161 |
|
|
2023
Q2 | $100K | Buy |
+1,188
| New | +$100K | 0.03% | 156 |
|
|
2022
Q3 | – | Sell |
-1,188
| Closed | -$114K | – | 142 |
|
|
2022
Q2 | $114K | Hold |
1,188
| – | – | 0.04% | 151 |
|
|
2022
Q1 | $119K | Hold |
1,188
| – | – | 0.04% | 155 |
|
|
2021
Q4 | $106K | Hold |
1,188
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $96K | Hold |
1,188
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $100K | Hold |
1,188
| – | – | 0.03% | 165 |
|
|
2021
Q1 | $101K | Hold |
1,188
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $99K | Hold |
1,188
| – | – | 0.04% | 141 |
|
|
2020
Q3 | $97K | Hold |
1,188
| – | – | 0.04% | 133 |
|
|
2020
Q2 | $95K | Sell |
1,188
-77
| -6% | -$6.16K | 0.04% | 154 |
|
|
2020
Q1 | $101K | Hold |
1,265
| – | – | 0.05% | 135 |
|
|
2019
Q4 | $120K | Buy |
1,265
+1,129
| +830% | +$107K | 0.05% | 134 |
|
|
2019
Q3 | $13K | Sell |
136
-61
| -31% | -$5.83K | 0.01% | 288 |
|
|
2019
Q2 | $17K | Sell |
197
-238
| -55% | -$20.5K | 0.01% | 292 |
|
|
2019
Q1 | $36K | Sell |
435
-3,041
| -87% | -$252K | 0.02% | 239 |
|
|
2018
Q4 | $260K | Buy |
+3,476
| New | +$260K | 0.15% | 115 |
|