SWM
Selective Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,798
| Closed | -$155K | – | 140 |
|
|
2022
Q3 | $155K | Buy |
1,798
+14
| +0.8% | +$1.21K | 0.07% | 155 |
|
|
2022
Q2 | $171K | Sell |
1,784
-55
| -3% | -$5.27K | 0.06% | 157 |
|
|
2022
Q1 | $183K | Sell |
1,839
-200
| -10% | -$19.9K | 0.07% | 146 |
|
|
2021
Q4 | $181K | Buy |
2,039
+150
| +8% | +$13.3K | 0.07% | 133 |
|
|
2021
Q3 | $153K | Buy |
1,889
+300
| +19% | +$24.3K | 0.08% | 129 |
|
|
2021
Q2 | $134K | Buy |
1,589
+200
| +14% | +$16.9K | 0.11% | 91 |
|
|
2021
Q1 | $118K | Buy |
1,389
+1,350
| +3,462% | +$115K | 0.11% | 69 |
|
|
2020
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 263 |
|
|
2020
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 334 |
|
|
2020
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 234 |
|
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 233 |
|
|
2019
Q3 | $4K | Buy |
+39
| New | +$4K | 0.01% | 231 |
|
|
2018
Q3 | $3K | Buy |
+39
| New | +$3K | 0.04% | 128 |
|