J.W. Coons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,832
| Closed | -$240K | – | 212 |
|
|
2021
Q1 | $240K | Hold |
2,832
| – | – | 0.09% | 197 |
|
|
2020
Q4 | $235K | Hold |
2,832
| – | – | 0.09% | 187 |
|
|
2020
Q3 | $231K | Hold |
2,832
| – | – | 0.1% | 175 |
|
|
2020
Q2 | $226K | Hold |
2,832
| – | – | 0.1% | 176 |
|
|
2020
Q1 | $227K | Buy |
+2,832
| New | +$227K | 0.12% | 167 |
|