SWMG
Signature Wealth Management Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
2,105
+274
| +15% | +$28.4K | 0.09% | 112 |
|
|
2025
Q1 | $200K | Buy |
+1,831
| New | +$200K | 0.08% | 113 |
|
|
2018
Q4 | – | Sell |
-334
| Closed | -$25K | – | 78 |
|
|
2018
Q3 | $25K | Hold |
334
| – | – | 0.02% | 136 |
|
|
2018
Q2 | $23K | Sell |
334
-21
| -6% | -$1.45K | 0.02% | 136 |
|
|
2018
Q1 | $24K | Sell |
355
-19
| -5% | -$1.29K | 0.02% | 133 |
|
|
2017
Q4 | $28K | Buy |
+374
| New | +$28K | 0.02% | 123 |
|