SFPG
Stonebridge Financial Planning Group’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-585
| Closed | -$53K | – | 120 |
|
|
2021
Q4 | $53K | Sell |
585
-80
| -12% | -$7.25K | 0.03% | 213 |
|
|
2021
Q3 | $56K | Sell |
665
-120
| -15% | -$10.1K | 0.03% | 208 |
|
|
2021
Q2 | $67K | Hold |
785
| – | – | 0.04% | 186 |
|
|
2021
Q1 | $68K | Sell |
785
-300
| -28% | -$26K | 0.04% | 184 |
|
|
2020
Q4 | $90K | Sell |
1,085
-15
| -1% | -$1.24K | 0.06% | 158 |
|
|
2020
Q3 | $101K | Hold |
1,100
| – | – | 0.07% | 132 |
|
|
2020
Q2 | $91K | Hold |
1,100
| – | – | 0.08% | 137 |
|
|
2020
Q1 | $92K | Hold |
1,100
| – | – | 0.09% | 129 |
|
|
2019
Q4 | $104K | Buy |
+1,100
| New | +$104K | 0.09% | 127 |
|