Kore Private Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,590
| Closed | -$126K | – | 290 |
|
2020
Q2 | $126K | Sell |
1,590
-37
| -2% | -$2.93K | 0.03% | 302 |
|
2020
Q1 | $130K | Hold |
1,627
| – | – | 0.03% | 268 |
|
2019
Q4 | $154K | Buy |
+1,627
| New | +$154K | 0.03% | 289 |
|
2019
Q2 | – | Sell |
-1,749
| Closed | -$146K | – | 240 |
|
2019
Q1 | $146K | Buy |
1,749
+1,723
| +6,627% | +$144K | 0.03% | 243 |
|
2018
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 789 |
|