Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.42M | Buy |
14,755
+450
| +3% | +$43.2K | 0.93% | 36 |
|
|
2022
Q1 | $1.43M | Hold |
14,305
| – | – | 0.81% | 45 |
|
|
2021
Q4 | $1.27M | Hold |
14,305
| – | – | 0.7% | 47 |
|
|
2021
Q3 | $1.16M | Buy |
14,305
+110
| +0.8% | +$8.93K | 0.71% | 52 |
|
|
2021
Q2 | $1.2M | Buy |
14,195
+845
| +6% | +$71.5K | 0.73% | 49 |
|
|
2021
Q1 | $1.13M | Hold |
13,350
| – | – | 0.75% | 49 |
|
|
2020
Q4 | $1.11M | Buy |
13,350
+75
| +0.6% | +$6.25K | 0.82% | 45 |
|
|
2020
Q3 | $1.09M | Buy |
13,275
+1,010
| +8% | +$82.6K | 0.92% | 42 |
|
|
2020
Q2 | $977K | Buy |
12,265
+1,555
| +15% | +$124K | 0.91% | 41 |
|
|
2020
Q1 | $857K | Buy |
10,710
+200
| +2% | +$16K | 1.01% | 36 |
|
|
2019
Q4 | $981K | Buy |
+10,510
| New | +$981K | 0.85% | 46 |
|