JWS
Juncture Wealth Strategies’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
3,419
+235
| +7% | +$24.4K | 0.13% | 90 |
|
|
2025
Q1 | $348K | Buy |
3,184
+25
| +0.8% | +$2.73K | 0.14% | 95 |
|
|
2024
Q4 | $291K | Sell |
3,159
-100
| -3% | -$9.22K | 0.11% | 108 |
|
|
2024
Q3 | $334K | Buy |
3,259
+500
| +18% | +$51.3K | 0.13% | 94 |
|
|
2024
Q2 | $242K | Sell |
2,759
-3,000
| -52% | -$263K | 0.1% | 96 |
|
|
2024
Q1 | $496K | Sell |
5,759
-132
| -2% | -$11.4K | 0.21% | 62 |
|
|
2023
Q4 | $478K | Sell |
5,891
-600
| -9% | -$48.7K | 0.22% | 74 |
|
|
2023
Q3 | $488K | Sell |
6,491
-366
| -5% | -$27.5K | 0.24% | 82 |
|
|
2023
Q2 | $577K | Buy |
6,857
+898
| +15% | +$75.6K | 0.27% | 76 |
|
|
2023
Q1 | $542K | Sell |
5,959
-3,744
| -39% | -$341K | 0.27% | 72 |
|
|
2022
Q4 | $921K | Buy |
9,703
+227
| +2% | +$21.6K | 0.44% | 42 |
|
|
2022
Q3 | $819K | Buy |
9,476
+500
| +6% | +$43.2K | 0.41% | 46 |
|
|
2022
Q2 | $861K | Buy |
8,976
+66
| +0.7% | +$6.33K | 0.42% | 39 |
|
|
2022
Q1 | $889K | Sell |
8,910
-50
| -0.6% | -$4.99K | 0.42% | 46 |
|
|
2021
Q4 | $797K | Buy |
8,960
+300
| +3% | +$26.7K | 0.38% | 56 |
|
|
2021
Q3 | $703K | Buy |
8,660
+1,250
| +17% | +$101K | 0.37% | 55 |
|
|
2021
Q2 | $658K | Sell |
7,410
-150
| -2% | -$13.3K | 0.38% | 59 |
|
|
2021
Q1 | $641K | Buy |
7,560
+350
| +5% | +$29.7K | 0.4% | 57 |
|
|
2020
Q4 | $600K | Buy |
7,210
+610
| +9% | +$50.8K | 0.38% | 60 |
|
|
2020
Q3 | $539K | Buy |
6,600
+500
| +8% | +$40.8K | 0.37% | 61 |
|
|
2020
Q2 | $486K | Sell |
6,100
-800
| -12% | -$63.7K | 0.37% | 61 |
|
|
2020
Q1 | $552K | Buy |
6,900
+400
| +6% | +$32K | 0.51% | 48 |
|
|
2019
Q4 | $614K | Buy |
6,500
+800
| +14% | +$75.6K | 0.48% | 52 |
|
|
2019
Q3 | $534K | Buy |
5,700
+300
| +6% | +$28.1K | 0.47% | 53 |
|
|
2019
Q2 | $475K | Buy |
5,400
+900
| +20% | +$79.2K | 0.38% | 71 |
|
|
2019
Q1 | $377K | Buy |
4,500
+1,800
| +67% | +$151K | 0.29% | 89 |
|
|
2018
Q4 | $202K | Sell |
2,700
-1,100
| -29% | -$82.3K | 0.14% | 101 |
|
|
2018
Q3 | $269K | Sell |
3,800
-200
| -5% | -$14.2K | 0.14% | 97 |
|
|
2018
Q2 | $277K | Buy |
4,000
+500
| +14% | +$34.6K | 0.15% | 91 |
|
|
2018
Q1 | $240K | Sell |
3,500
-600
| -15% | -$41.1K | 0.13% | 87 |
|
|
2017
Q4 | $302K | Sell |
4,100
-1,400
| -25% | -$103K | 0.17% | 78 |
|
|
2017
Q3 | $386K | Sell |
5,500
-2,500
| -31% | -$175K | 0.22% | 72 |
|
|
2017
Q2 | $556K | Sell |
8,000
-500
| -6% | -$34.8K | 0.32% | 66 |
|
|
2017
Q1 | $571K | Sell |
8,500
-900
| -10% | -$60.5K | 0.35% | 63 |
|
|
2016
Q4 | $592K | Sell |
9,400
-600
| -6% | -$37.8K | 0.41% | 54 |
|
|
2016
Q3 | $642K | Sell |
10,000
-1,400
| -12% | -$89.9K | 0.43% | 55 |
|
|
2016
Q2 | $799K | Buy |
11,400
+500
| +5% | +$35K | 0.57% | 44 |
|
|
2016
Q1 | $724K | Sell |
10,900
-200
| -2% | -$13.3K | 0.53% | 47 |
|
|
2015
Q4 | $647K | Buy |
11,100
+300
| +3% | +$17.5K | 0.48% | 51 |
|
|
2015
Q3 | $614K | Buy |
10,800
+4,200
| +64% | +$239K | 0.5% | 50 |
|
|
2015
Q2 | $350K | Sell |
6,600
-100
| -1% | -$5.3K | 0.28% | 61 |
|
|
2015
Q1 | $377K | Buy |
+6,700
| New | +$377K | 0.31% | 59 |
|