Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45
| Closed | -$4K | – | 823 |
|
|
2022
Q1 | $4K | Buy |
+45
| New | +$4.11K | ﹤0.01% | 744 |
|
|
2021
Q4 | – | Sell |
-440
| Closed | -$36K | – | 824 |
|
|
2021
Q3 | $36K | Sell |
440
-186
| -30% | -$16.2K | 0.02% | 511 |
|
|
2021
Q2 | $53K | Hold |
626
| – | – | 0.02% | 490 |
|
|
2021
Q1 | $53K | Hold |
626
| – | – | 0.02% | 487 |
|
|
2020
Q4 | $52K | Sell |
626
-600
| -49% | -$52.1K | 0.02% | 469 |
|
|
2020
Q3 | $100K | Hold |
1,226
| – | – | 0.03% | 334 |
|
|
2020
Q2 | $98K | Sell |
1,226
-400
| -25% | -$32.6K | 0.03% | 330 |
|
|
2020
Q1 | $130K | Hold |
1,626
| – | – | 0.05% | 271 |
|
|
2019
Q4 | $154K | Hold |
1,626
| – | – | 0.05% | 315 |
|
|
2019
Q3 | $152K | Hold |
1,626
| – | – | 0.05% | 308 |
|
|
2019
Q2 | $143K | Hold |
1,626
| – | – | 0.05% | 318 |
|
|
2019
Q1 | $136K | Hold |
1,626
| – | – | 0.04% | 331 |
|
|
2018
Q4 | $122K | Hold |
1,626
| – | – | 0.04% | 333 |
|
|
2018
Q3 | $115K | Hold |
1,626
| – | – | 0.03% | 379 |
|
|
2018
Q2 | $113K | Sell |
1,626
-435
| -21% | -$29.3K | 0.03% | 386 |
|
|
2018
Q1 | $141K | Buy |
+2,061
| New | +$139K | 0.04% | 340 |
|
|
2015
Q1 | $10K | Hold |
186
| – | – | ﹤0.01% | 796 |
|
|
2014
Q4 | $11K | Hold |
186
| – | – | ﹤0.01% | 823 |
|
|
2014
Q3 | $10K | Hold |
186
| – | – | ﹤0.01% | 756 |
|
|
2014
Q2 | $10K | Hold |
186
| – | – | ﹤0.01% | 768 |
|
|
2014
Q1 | $9K | Sell |
186
-800
| -81% | -$38.9K | ﹤0.01% | 604 |
|
|
2013
Q4 | $46K | Buy |
986
+800
| +430% | +$36.9K | 0.02% | 404 |
|
|
2013
Q3 | $8K | Buy |
+186
| New | +$8.27K | ﹤0.01% | 597 |
|
Other funds holding AEP
