Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $589K | Buy |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $428K | Buy |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $348K | Buy |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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