Northstar Wealth Partners’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 | – | Sell |
-3,459
| Closed | -$275K | – | 144 |
|
|
2020
Q2 | $275K | Buy |
3,459
+2
| +0.1% | +$159 | 0.11% | 147 |
|
|
2020
Q1 | $276K | Sell |
3,457
-224
| -6% | -$17.9K | 0.14% | 131 |
|
|
2019
Q4 | $347K | Buy |
3,681
+336
| +10% | +$31.7K | 0.14% | 137 |
|
|
2019
Q3 | $313K | Buy |
3,345
+707
| +27% | +$66.2K | 0.14% | 142 |
|
|
2019
Q2 | $232K | Buy |
2,638
+1
| +0% | +$88 | 0.1% | 162 |
|
|
2019
Q1 | $221K | Buy |
+2,637
| New | +$221K | 0.1% | 166 |
|
|
2018
Q2 | – | Sell |
-4,640
| Closed | -$318K | – | 183 |
|
|
2018
Q1 | $318K | Buy |
+4,640
| New | +$318K | 0.16% | 146 |
|