Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,418
| Closed | -$640K | – | 227 |
|
|
2022
Q1 | $640K | Hold |
6,418
| – | – | 0.11% | 143 |
|
|
2021
Q4 | $571K | Hold |
6,418
| – | – | 0.1% | 137 |
|
|
2021
Q3 | $521K | Hold |
6,418
| – | – | 0.1% | 137 |
|
|
2021
Q2 | $543K | Hold |
6,418
| – | – | 0.08% | 161 |
|
|
2021
Q1 | $544K | Hold |
6,418
| – | – | 0.08% | 158 |
|
|
2020
Q4 | $534K | Sell |
6,418
-399
| -6% | -$33.2K | 0.09% | 148 |
|
|
2020
Q3 | $557K | Hold |
6,817
| – | – | 0.12% | 125 |
|
|
2020
Q2 | $542K | Hold |
6,817
| – | – | 0.17% | 110 |
|
|
2020
Q1 | $545K | Hold |
6,817
| – | – | 0.23% | 86 |
|
|
2019
Q4 | $644K | Buy |
+6,817
| New | +$644K | 0.2% | 84 |
|