Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 454 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 451 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 449 |
|
|
2018
Q2 | $7K | Buy |
100
+41
| +69% | +$2.87K | ﹤0.01% | 399 |
|
|
2018
Q1 | $1K | Buy |
+59
| New | +$1K | ﹤0.01% | 454 |
|
|
2017
Q2 | – | Sell |
-1,100
| Closed | -$74K | – | 470 |
|
|
2017
Q1 | $74K | Sell |
1,100
-26
| -2% | -$1.75K | 0.05% | 71 |
|
|
2016
Q4 | $71K | Buy |
+1,126
| New | +$71K | 0.05% | 83 |
|
|
2016
Q3 | – | Sell |
-244
| Closed | -$17K | – | 223 |
|
|
2016
Q2 | $17K | Buy |
244
+120
| +97% | +$8.36K | 0.01% | 148 |
|
|
2016
Q1 | $8K | Buy |
124
+4
| +3% | +$258 | 0.01% | 170 |
|
|
2015
Q4 | $7K | Buy |
+120
| New | +$7K | 0.01% | 177 |
|