Icon Wealth Partners’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$192K Sell
2023
Q2
$227K Buy
2023
Q1
$240K Buy
2022
Q2
Sell
2022
Q1
$278K Buy
2021
Q4
$248K Buy
2021
Q3
$226K Buy
2021
Q2
$233K Buy
2019
Q2
Sell
2019
Q1
$72K Buy
2018
Q4
Sell
2018
Q3
$112K Buy
2018
Q2
$93K Sell
2018
Q1
$106K Sell
2017
Q4
$117K Buy