PWA
Phoenix Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
2,312
| – | – | 0.1% | 115 |
|
|
2025
Q1 | $253K | Sell |
2,312
-9
| -0.4% | -$983 | 0.11% | 106 |
|
|
2024
Q4 | $214K | Buy |
+2,321
| New | +$214K | 0.09% | 115 |
|
|
2022
Q3 | – | Sell |
-2,235
| Closed | -$214K | – | 108 |
|
|
2022
Q2 | $214K | Hold |
2,235
| – | – | 0.21% | 103 |
|
|
2022
Q1 | $234K | Buy |
+2,235
| New | +$234K | 0.24% | 85 |
|
|
2021
Q4 | – | Sell |
-2,235
| Closed | -$181K | – | 125 |
|
|
2021
Q3 | $181K | Hold |
2,235
| – | – | 0.14% | 120 |
|
|
2021
Q2 | $191K | Sell |
2,235
-2,496
| -53% | -$213K | 0.14% | 121 |
|
|
2021
Q1 | $405K | Sell |
4,731
-180
| -4% | -$15.4K | 0.32% | 63 |
|
|
2020
Q4 | $409K | Buy |
+4,911
| New | +$409K | 0.31% | 65 |
|