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Private Wealth Strategies’s American Electric Power AEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,267
Closed -$267K 72
2020
Q3
$267K Buy
3,267
+16
+0.5% +$1.31K 0.09% 58
2020
Q2
$259K Buy
3,251
+15
+0.5% +$1.2K 0.11% 55
2020
Q1
$259K Buy
3,236
+14
+0.4% +$1.12K 0.13% 56
2019
Q4
$305K Buy
+3,222
New +$305K 0.12% 59