Lucia Wealth Services’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
Q3 | $42K | Hold |
509
| – | – | 0.01% | 164 |
|
|
2020
Q2 | $41K | Hold |
509
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $41K | Hold |
509
| – | – | 0.01% | 172 |
|
|
2019
Q4 | $48K | Buy |
509
+61
| +14% | +$5.75K | 0.01% | 155 |
|
|
2019
Q3 | $42K | Hold |
448
| – | – | 0.01% | 139 |
|
|
2019
Q2 | $39K | Sell |
448
-105
| -19% | -$9.14K | 0.01% | 148 |
|
|
2019
Q1 | $46K | Buy |
553
+417
| +307% | +$34.7K | 0.02% | 162 |
|
|
2018
Q4 | $10K | Sell |
136
-789
| -85% | -$58K | ﹤0.01% | 160 |
|
|
2018
Q3 | $66K | Buy |
925
+139
| +18% | +$9.92K | 0.02% | 177 |
|
|
2018
Q2 | $54K | Buy |
786
+333
| +74% | +$22.9K | 0.02% | 161 |
|
|
2018
Q1 | $31K | Buy |
+453
| New | +$31K | 0.01% | 156 |
|