Sullivan, Bruyette, Speros & Blaney’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
Q1 | $104K | Hold |
1,222
| – | – | ﹤0.01% | 411 |
|
|
2020
Q4 | $102K | Buy |
+1,222
| New | +$102K | ﹤0.01% | 392 |
|
|
2020
Q3 | – | Sell |
-1,874
| Closed | -$149K | – | 356 |
|
|
2020
Q2 | $149K | Hold |
1,874
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $150K | Buy |
1,874
+325
| +21% | +$26K | 0.01% | 244 |
|
|
2019
Q4 | $146K | Hold |
1,549
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $145K | Buy |
+1,549
| New | +$145K | 0.01% | 286 |
|