MinichMacGregor Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-176
| Closed | -$16.8K | – | 107 |
|
|
2022
Q4 | $16.8K | Buy |
+176
| New | +$16.8K | 0.01% | 344 |
|
|
2019
Q1 | – | Sell |
-3,287
| Closed | -$231K | – | 50 |
|
|
2018
Q4 | $231K | Buy |
3,287
+3,216
| +4,530% | +$226K | 0.16% | 86 |
|
|
2018
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 379 |
|
|
2018
Q2 | $4K | Buy |
71
+1
| +1% | +$56 | ﹤0.01% | 395 |
|
|
2018
Q1 | $4K | Sell |
70
-16
| -19% | -$914 | ﹤0.01% | 381 |
|
|
2017
Q4 | $6K | Hold |
86
| – | – | ﹤0.01% | 347 |
|
|
2017
Q3 | $6K | Buy |
86
+1
| +1% | +$70 | 0.01% | 328 |
|
|
2017
Q2 | $5K | Buy |
85
+17
| +25% | +$1K | ﹤0.01% | 344 |
|
|
2017
Q1 | $4K | Buy |
68
+1
| +1% | +$59 | ﹤0.01% | 347 |
|
|
2016
Q4 | $4K | Buy |
67
+1
| +2% | +$60 | ﹤0.01% | 345 |
|
|
2016
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 340 |
|
|
2016
Q2 | $4K | Buy |
66
+1
| +2% | +$61 | ﹤0.01% | 331 |
|
|
2016
Q1 | $4K | Buy |
65
+2
| +3% | +$123 | ﹤0.01% | 319 |
|
|
2015
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 307 |
|