Huber Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $252K | Buy |
3,145
+100
| +3% | +$8.01K | 0.09% | 97 |
|
|
2019
Q4 | $288K | Hold |
3,045
| – | – | 0.1% | 99 |
|
|
2019
Q3 | $285K | Hold |
3,045
| – | – | 0.11% | 97 |
|
|
2019
Q2 | $268K | Sell |
3,045
-119
| -4% | -$10.5K | 0.12% | 98 |
|
|
2019
Q1 | $265K | Buy |
3,164
+13
| +0.4% | +$1.09K | 0.13% | 94 |
|
|
2018
Q4 | $235K | Buy |
3,151
+14
| +0.4% | +$1.04K | 0.13% | 87 |
|
|
2018
Q3 | $222K | Buy |
3,137
+15
| +0.5% | +$1.06K | 0.17% | 93 |
|
|
2018
Q2 | $216K | Buy |
+3,122
| New | +$216K | 0.2% | 89 |
|