Ironwood Financial’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-959
| Closed | -$78K | – | 134 |
|
|
2021
Q3 | $78K | Buy |
959
+151
| +19% | +$12.3K | 0.02% | 156 |
|
|
2021
Q2 | $68K | Hold |
808
| – | – | 0.02% | 168 |
|
|
2021
Q1 | $68K | Hold |
808
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $67K | Buy |
+808
| New | +$67K | 0.03% | 150 |
|
|
2020
Q1 | – | Sell |
-136
| Closed | -$13K | – | 345 |
|
|
2019
Q4 | $13K | Buy |
136
+1
| +0.7% | +$96 | 0.01% | 240 |
|
|
2019
Q3 | $13K | Hold |
135
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $12K | Sell |
135
-1
| -0.7% | -$89 | 0.01% | 247 |
|
|
2019
Q1 | $11K | Hold |
136
| – | – | 0.01% | 244 |
|
|
2018
Q4 | $10K | Buy |
136
+1
| +0.7% | +$74 | 0.01% | 235 |
|
|
2018
Q3 | $10K | Buy |
+135
| New | +$10K | 0.01% | 252 |
|