Redmont Wealth Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$285K | – | 63 |
|
|
2022
Q4 | $285K | Hold |
3,000
| – | – | 0.33% | 79 |
|
|
2022
Q3 | $259K | Hold |
3,000
| – | – | 0.34% | 74 |
|
|
2022
Q2 | $288K | Hold |
3,000
| – | – | 0.35% | 69 |
|
|
2022
Q1 | $299K | Hold |
3,000
| – | – | 0.32% | 76 |
|
|
2021
Q4 | $267K | Buy |
+3,000
| New | +$267K | 0.29% | 74 |
|