Lenox Wealth Advisors’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
Q1 | $24K | Buy |
237
+3
| +1% | +$304 | ﹤0.01% | 351 |
|
2021
Q4 | $21K | Hold |
234
| – | – | ﹤0.01% | 382 |
|
2021
Q3 | $19K | Hold |
234
| – | – | ﹤0.01% | 363 |
|
2021
Q2 | $20K | Hold |
234
| – | – | ﹤0.01% | 357 |
|
2021
Q1 | $20K | Buy |
234
+3
| +1% | +$256 | ﹤0.01% | 310 |
|
2020
Q4 | $19K | Hold |
231
| – | – | ﹤0.01% | 325 |
|
2020
Q3 | $19K | Hold |
231
| – | – | ﹤0.01% | 292 |
|
2020
Q2 | $18K | Hold |
231
| – | – | ﹤0.01% | 303 |
|
2020
Q1 | $18K | Sell |
231
-3
| -1% | -$234 | ﹤0.01% | 276 |
|
2019
Q4 | $22K | Buy |
234
+3
| +1% | +$282 | ﹤0.01% | 315 |
|
2019
Q3 | $22K | Buy |
+231
| New | +$22K | ﹤0.01% | 285 |
|
2018
Q2 | – | Sell |
-100
| Closed | -$7K | – | 540 |
|
2018
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 390 |
|
2017
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 189 |
|
2017
Q2 | – | Sell |
-700
| Closed | -$47K | – | 100 |
|
2017
Q1 | $47K | Hold |
700
| – | – | 0.01% | 49 |
|
2016
Q4 | $44K | Hold |
700
| – | – | 0.01% | 56 |
|
2016
Q3 | $45K | Hold |
700
| – | – | 0.01% | 91 |
|
2016
Q2 | $49K | Buy |
+700
| New | +$49K | 0.01% | 87 |
|
2016
Q1 | – | Sell |
-30
| Closed | -$2K | – | 248 |
|
2015
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 305 |
|
2015
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 332 |
|
2015
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 259 |
|
2015
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 296 |
|
2014
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 300 |
|
2013
Q3 | – | Sell |
-53
| Closed | -$2K | – | 253 |
|
2013
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 220 |
|