Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,589
| Closed | -$218K | – | 269 |
|
|
2023
Q2 | $218K | Sell |
2,589
-242
| -9% | -$20.4K | 0.04% | 312 |
|
|
2023
Q1 | $258K | Buy |
2,831
+93
| +3% | +$8.46K | 0.05% | 285 |
|
|
2022
Q4 | $260K | Sell |
2,738
-790
| -22% | -$75K | 0.06% | 288 |
|
|
2022
Q3 | $305K | Sell |
3,528
-25
| -0.7% | -$2.16K | 0.07% | 231 |
|
|
2022
Q2 | $341K | Sell |
3,553
-223
| -6% | -$21.4K | 0.07% | 248 |
|
|
2022
Q1 | $377K | Sell |
3,776
-22
| -0.6% | -$2.2K | 0.06% | 262 |
|
|
2021
Q4 | $338K | Buy |
+3,798
| New | +$338K | 0.05% | 285 |
|
|
2021
Q3 | – | Sell |
-3,545
| Closed | -$300K | – | 250 |
|
|
2021
Q2 | $300K | Buy |
+3,545
| New | +$300K | 0.08% | 196 |
|
|
2021
Q1 | – | Sell |
-3,748
| Closed | -$312K | – | 220 |
|
|
2020
Q4 | $312K | Buy |
3,748
+193
| +5% | +$16.1K | 0.07% | 257 |
|
|
2020
Q3 | $291K | Sell |
3,555
-60
| -2% | -$4.91K | 0.13% | 158 |
|
|
2020
Q2 | $288K | Buy |
3,615
+121
| +3% | +$9.64K | 0.15% | 135 |
|
|
2020
Q1 | $279K | Buy |
3,494
+464
| +15% | +$37.1K | 0.18% | 117 |
|
|
2019
Q4 | $286K | Buy |
+3,030
| New | +$286K | 0.18% | 131 |
|