Janiczek Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $49K | Buy |
559
+30
| +6% | +$2.63K | 0.01% | 404 |
|
|
2024
Q1 | $45.5K | Sell |
529
-276
| -34% | -$23.8K | 0.01% | 421 |
|
|
2023
Q4 | $65.4K | Sell |
805
-64
| -7% | -$5.2K | 0.02% | 349 |
|
|
2023
Q3 | $65.4K | Buy |
869
+817
| +1,571% | +$61.5K | 0.02% | 326 |
|
|
2023
Q2 | $4.38K | Sell |
52
-35
| -40% | -$2.95K | ﹤0.01% | 676 |
|
|
2023
Q1 | $8.05K | Sell |
87
-13
| -13% | -$1.2K | ﹤0.01% | 608 |
|
|
2022
Q4 | $9.64K | Buy |
100
+39
| +64% | +$3.76K | ﹤0.01% | 565 |
|
|
2022
Q3 | $5K | Buy |
61
+48
| +369% | +$3.93K | ﹤0.01% | 643 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 811 |
|
|
2021
Q4 | $1K | Sell |
13
-10
| -43% | -$769 | ﹤0.01% | 867 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 742 |
|
|
2021
Q1 | $2K | Buy |
23
+7
| +44% | +$609 | ﹤0.01% | 722 |
|
|
2020
Q4 | $1K | Buy |
16
+10
| +167% | +$625 | ﹤0.01% | 703 |
|
|
2020
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 631 |
|
|
2019
Q3 | – | Sell |
-350
| Closed | -$31K | – | 157 |
|
|
2019
Q2 | $31K | Buy |
+350
| New | +$31K | 0.01% | 81 |
|