HWM
AEPPL
Hohimer Wealth Management’s American Electric Power Company, Inc. Corporate Unit AEPPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,750
| Closed | -$288K | – | 230 |
|
|
2021
Q4 | $288K | Sell |
5,750
-325
| -5% | -$16.3K | 0.06% | 169 |
|
|
2021
Q3 | $290K | Hold |
6,075
| – | – | 0.06% | 153 |
|
|
2021
Q2 | $298K | Hold |
6,075
| – | – | 0.06% | 160 |
|
|
2021
Q1 | $293K | Sell |
6,075
-1,220
| -17% | -$58.8K | 0.07% | 152 |
|
|
2020
Q4 | $365K | Hold |
7,295
| – | – | 0.1% | 148 |
|
|
2020
Q3 | $388K | Hold |
7,295
| – | – | 0.11% | 146 |
|
|
2020
Q2 | $353K | Hold |
7,295
| – | – | 0.12% | 157 |
|
|
2020
Q1 | $375K | Buy |
7,295
+303
| +4% | +$15.6K | 0.16% | 156 |
|
|
2019
Q4 | $378K | Buy |
+6,992
| New | +$378K | 0.13% | 192 |
|