SVA Wealth Management’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
Q4 | $2.48M | Sell |
29,797
-1,385
| -4% | -$115K | 0.22% | 84 |
|
|
2020
Q3 | $2.55M | Sell |
31,182
-891
| -3% | -$72.8K | 0.25% | 77 |
|
|
2020
Q2 | $2.55M | Buy |
32,073
+188
| +0.6% | +$15K | 0.27% | 73 |
|
|
2020
Q1 | $2.55M | Buy |
31,885
+313
| +1% | +$25K | 0.29% | 62 |
|
|
2019
Q4 | $2.98M | Sell |
31,572
-620
| -2% | -$58.6K | 0.27% | 73 |
|
|
2019
Q3 | $3.02M | Sell |
32,192
-46
| -0.1% | -$4.31K | 0.3% | 70 |
|
|
2019
Q2 | $2.84M | Sell |
32,238
-26
| -0.1% | -$2.29K | 0.28% | 74 |
|
|
2019
Q1 | $2.7M | Sell |
32,264
-2,686
| -8% | -$225K | 0.26% | 84 |
|
|
2018
Q4 | $2.61M | Sell |
34,950
-2,066
| -6% | -$154K | 0.29% | 80 |
|
|
2018
Q3 | $2.62M | Sell |
37,016
-1,483
| -4% | -$105K | 0.27% | 78 |
|
|
2018
Q2 | $2.67M | Sell |
38,499
-3,521
| -8% | -$244K | 0.29% | 75 |
|
|
2018
Q1 | $2.95M | Sell |
42,020
-885
| -2% | -$62.2K | 0.36% | 73 |
|
|
2017
Q4 | $3.16M | Buy |
42,905
+885
| +2% | +$65.1K | 0.37% | 72 |
|
|
2017
Q3 | $2.95M | Buy |
42,020
+165
| +0.4% | +$11.6K | 0.36% | 73 |
|
|
2017
Q2 | $2.91M | Buy |
41,855
+1,200
| +3% | +$83.4K | 0.38% | 73 |
|
|
2017
Q1 | $2.73M | Buy |
40,655
+3,077
| +8% | +$207K | 0.37% | 72 |
|
|
2016
Q4 | $2.37M | Buy |
37,578
+1,573
| +4% | +$99K | 0.35% | 79 |
|
|
2016
Q3 | $2.31M | Buy |
36,005
+5,965
| +20% | +$383K | 0.36% | 78 |
|
|
2016
Q2 | $2.11M | Sell |
30,040
-92
| -0.3% | -$6.45K | 0.34% | 83 |
|
|
2016
Q1 | $2M | Buy |
30,132
+2,307
| +8% | +$153K | 0.33% | 80 |
|
|
2015
Q4 | $1.62M | Buy |
27,825
+1,274
| +5% | +$74.2K | 0.28% | 89 |
|
|
2015
Q3 | $1.51M | Buy |
26,551
+3,744
| +16% | +$213K | 0.28% | 92 |
|
|
2015
Q2 | $1.21M | Buy |
22,807
+1,478
| +7% | +$78.3K | 0.22% | 106 |
|
|
2015
Q1 | $1.2M | Buy |
21,329
+8,762
| +70% | +$493K | 0.22% | 106 |
|
|
2014
Q4 | $763K | Buy |
12,567
+1,829
| +17% | +$111K | 0.28% | 86 |
|
|
2014
Q3 | $561K | Buy |
10,738
+360
| +3% | +$18.8K | 0.24% | 92 |
|
|
2014
Q2 | $579K | Buy |
10,378
+4
| +0% | +$223 | 0.25% | 91 |
|
|
2014
Q1 | $526K | Buy |
10,374
+2,871
| +38% | +$146K | 0.25% | 92 |
|
|
2013
Q4 | $351K | Buy |
+7,503
| New | +$351K | 0.21% | 103 |
|