Sun Life Financial’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 |
-299
| Closed | -$25K | – | 93 |
|
|
2021
Q1 | $25K | Buy |
299
+4
| +1% | +$334 | ﹤0.01% | 227 |
|
|
2020
Q4 | $25K | Sell |
295
-2
| -0.7% | -$169 | ﹤0.01% | 222 |
|
|
2020
Q3 | $24K | Buy |
+297
| New | +$24K | ﹤0.01% | 219 |
|
|
2017
Q2 | – | Sell |
-18
| Closed | -$266 | – | 546 |
|
|
2017
Q1 | $266 | Buy |
18
+1
| +6% | +$15 | ﹤0.01% | 231 |
|
|
2016
Q4 | $263 | Buy |
+17
| New | +$263 | ﹤0.01% | 183 |
|