Sound Financial Strategies Group’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,759
Closed -$572K 87
2021
Q1
$572K Sell
6,759
-124
-2% -$10.5K 0.29% 60
2020
Q4
$573K Buy
+6,883
New +$573K 0.31% 61