Squar Milner Financial Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 753 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 820 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$2K | – | 229 |
|
|
2019
Q2 | $2K | Sell |
28
-105
| -79% | -$7.5K | ﹤0.01% | 711 |
|
|
2019
Q1 | $11K | Hold |
133
| – | – | 0.01% | 495 |
|
|
2018
Q4 | $10K | Buy |
133
+105
| +375% | +$7.9K | 0.01% | 463 |
|
|
2018
Q3 | $2K | Sell |
28
-70
| -71% | -$5K | ﹤0.01% | 712 |
|
|
2018
Q2 | $7K | Buy |
+98
| New | +$7K | 0.01% | 639 |
|