PWAG
Polaris Wealth Advisory Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $277K | Buy |
+3,682
| New | +$277K | 0.02% | 151 |
|
|
2023
Q2 | – | Sell |
-3,682
| Closed | -$335K | – | 140 |
|
|
2023
Q1 | $335K | Hold |
3,682
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $359K | Hold |
3,682
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $311K | Buy |
+3,682
| New | +$311K | 0.03% | 137 |
|