Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,370
| Closed | -$114K | – | 183 |
|
|
2021
Q3 | $114K | Buy |
1,370
+677
| +98% | +$56.3K | 0.04% | 267 |
|
|
2021
Q2 | $47K | Buy |
693
+148
| +27% | +$10K | 0.02% | 329 |
|
|
2021
Q1 | $44K | Hold |
545
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $44K | Buy |
545
+324
| +147% | +$26.2K | 0.02% | 296 |
|
|
2020
Q3 | $18K | Sell |
221
-708
| -76% | -$57.7K | 0.01% | 415 |
|
|
2020
Q2 | $74K | Buy |
929
+139
| +18% | +$11.1K | 0.05% | 174 |
|
|
2020
Q1 | $63K | Hold |
790
| – | – | 0.06% | 188 |
|
|
2019
Q4 | $74K | Hold |
790
| – | – | 0.06% | 193 |
|
|
2019
Q3 | $74K | Sell |
790
-53
| -6% | -$4.97K | 0.07% | 176 |
|
|
2019
Q2 | $74K | Sell |
843
-80
| -9% | -$7.02K | 0.06% | 198 |
|
|
2019
Q1 | $77K | Sell |
923
-79
| -8% | -$6.59K | 0.06% | 167 |
|
|
2018
Q4 | $74K | Buy |
+1,002
| New | +$74K | 0.06% | 154 |
|