Heritage Wealth Management (Arizona)’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$7.79K Buy
82
+67
+447% +$6.36K ﹤0.01% 812
2022
Q3
$1K Buy
+15
New +$1K ﹤0.01% 914
2021
Q3
$0 Buy
+1
New ﹤0.01% 885
2021
Q2
Sell
-715
Closed -$61K 893
2021
Q1
$61K Buy
+715
New +$61K 0.03% 335