Icon Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $192K | Sell |
2,554
-141
| -5% | -$10.6K | 0.02% | 295 |
|
|
2023
Q2 | $227K | Buy |
2,695
+62
| +2% | +$5.22K | 0.02% | 297 |
|
|
2023
Q1 | $240K | Buy |
+2,633
| New | +$240K | 0.03% | 290 |
|
|
2022
Q2 | – | Sell |
-2,788
| Closed | -$278K | – | 298 |
|
|
2022
Q1 | $278K | Buy |
2,788
+4
| +0.1% | +$399 | 0.03% | 280 |
|
|
2021
Q4 | $248K | Buy |
2,784
+6
| +0.2% | +$534 | 0.02% | 289 |
|
|
2021
Q3 | $226K | Buy |
2,778
+22
| +0.8% | +$1.79K | 0.02% | 318 |
|
|
2021
Q2 | $233K | Buy |
+2,756
| New | +$233K | 0.03% | 329 |
|
|
2019
Q2 | – | Sell |
-859
| Closed | -$72K | – | 175 |
|
|
2019
Q1 | $72K | Buy |
+859
| New | +$72K | 0.03% | 287 |
|
|
2018
Q4 | – | Sell |
-1,578
| Closed | -$112K | – | 218 |
|
|
2018
Q3 | $112K | Buy |
1,578
+233
| +17% | +$16.5K | 0.05% | 254 |
|
|
2018
Q2 | $93K | Sell |
1,345
-201
| -13% | -$13.9K | 0.04% | 251 |
|
|
2018
Q1 | $106K | Sell |
1,546
-41
| -3% | -$2.81K | 0.06% | 242 |
|
|
2017
Q4 | $117K | Buy |
+1,587
| New | +$117K | 0.06% | 250 |
|