Private Wealth Advisors (Pennsylvania)’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
Q4 | $430K | Buy |
5,169
+895
| +21% | +$74.5K | 0.25% | 72 |
|
|
2020
Q3 | $349K | Sell |
4,274
-12
| -0.3% | -$980 | 0.22% | 75 |
|
|
2020
Q2 | $341K | Buy |
4,286
+325
| +8% | +$25.9K | 0.23% | 73 |
|
|
2020
Q1 | $322K | Buy |
3,961
+737
| +23% | +$59.9K | 0.24% | 73 |
|
|
2019
Q4 | $329K | Sell |
3,224
-25
| -0.8% | -$2.55K | 0.18% | 105 |
|
|
2019
Q3 | $304K | Buy |
3,249
+225
| +7% | +$21.1K | 0.16% | 115 |
|
|
2019
Q2 | $266K | Hold |
3,024
| – | – | 0.09% | 125 |
|
|
2019
Q1 | $253K | Hold |
3,024
| – | – | 0.09% | 122 |
|
|
2018
Q4 | $226K | Hold |
3,024
| – | – | 0.1% | 120 |
|
|
2018
Q3 | $214K | Buy |
+3,024
| New | +$214K | 0.08% | 130 |
|