Lake Street 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
Q1
Sell
-2,533
Closed -$239K 143
2019
Q4
$239K Sell
2,533
-199
-7% -$18.8K 0.09% 151
2019
Q3
$256K Sell
2,732
-136
-5% -$12.7K 0.12% 135
2019
Q2
$252K Buy
+2,868
New +$252K 0.15% 107