Lee Financial Group Hawaii’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $203 | Hold |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $234 | Hold |
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|
2021
Q4 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.6M | Sell |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $1.38M | Sell |
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|
2018
Q2 | $1.37M | Sell |
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|
2018
Q1 | $1.37M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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