Lucia Wealth Services’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
2020
Q3
$42K Hold
2020
Q2
$41K Hold
2020
Q1
$41K Hold
2019
Q4
$48K Buy
2019
Q3
$42K Hold
2019
Q2
$39K Sell
2019
Q1
$46K Buy
2018
Q4
$10K Sell
2018
Q3
$66K Buy
2018
Q2
$54K Buy
2018
Q1
$31K Buy