IWA
IBEX Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,936
| Closed | -$3.5M | – | 73 |
|
|
2024
Q2 | $3.5M | Buy |
+39,936
| New | +$3.5M | 0.55% | 59 |
|
|
2023
Q1 | $3.83M | Buy |
+42,120
| New | +$3.83M | 0.99% | 38 |
|
|
2017
Q1 | – | Sell |
-68
| Closed | -$4K | – | 83 |
|
|
2016
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 385 |
|