Parisi Gray Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-228
| Closed | -$19K | – | 139 |
|
|
2021
Q2 | $19K | Buy |
+228
| New | +$19K | 0.01% | 382 |
|
|
2019
Q2 | – | Sell |
-374
| Closed | -$31K | – | 113 |
|
|
2019
Q1 | $31K | Sell |
374
-200
| -35% | -$16.6K | 0.02% | 267 |
|
|
2018
Q4 | $43K | Buy |
574
+59
| +11% | +$4.42K | 0.03% | 221 |
|
|
2018
Q3 | $36K | Hold |
515
| – | – | 0.02% | 270 |
|
|
2018
Q2 | $37K | Sell |
515
-12
| -2% | -$862 | 0.02% | 275 |
|
|
2018
Q1 | $36K | Sell |
527
-9
| -2% | -$615 | 0.03% | 261 |
|
|
2017
Q4 | $39K | Buy |
+536
| New | +$39K | 0.03% | 251 |
|