Sugarloaf Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $91.6K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $86.6K | Buy |
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|
2024
Q1 | $62.7K | Sell |
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|
2023
Q4 | $93.5K | Sell |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $118K | Buy |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $133K | Buy |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $134K | Buy |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $114K | Sell |
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|
2021
Q2 | $127K | Buy |
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|
2021
Q1 | $118 | Buy |
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|
2020
Q4 | $116K | Sell |
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|
2020
Q3 | $115K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $151K | Buy |
|