Tower View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,109
| Closed | -$410K | – | 158 |
|
|
2022
Q1 | $410K | Hold |
4,109
| – | – | 0.22% | 63 |
|
|
2021
Q4 | $366K | Hold |
4,109
| – | – | 0.19% | 66 |
|
|
2021
Q3 | $334K | Hold |
4,109
| – | – | 0.19% | 67 |
|
|
2021
Q2 | $348K | Hold |
4,109
| – | – | 0.18% | 73 |
|
|
2021
Q1 | $348K | Hold |
4,109
| – | – | 0.19% | 75 |
|
|
2020
Q4 | $342K | Buy |
4,109
+5
| +0.1% | +$416 | 0.19% | 70 |
|
|
2020
Q3 | $335K | Buy |
4,104
+34
| +0.8% | +$2.78K | 0.22% | 65 |
|
|
2020
Q2 | $324K | Hold |
4,070
| – | – | 0.24% | 59 |
|
|
2020
Q1 | $326K | Hold |
4,070
| – | – | 0.29% | 55 |
|
|
2019
Q4 | $385K | Sell |
4,070
-390
| -9% | -$36.9K | 0.29% | 59 |
|
|
2019
Q3 | $418K | Hold |
4,460
| – | – | 0.35% | 57 |
|
|
2019
Q2 | $393K | Hold |
4,460
| – | – | 0.34% | 54 |
|
|
2019
Q1 | $374K | Hold |
4,460
| – | – | 0.33% | 52 |
|
|
2018
Q4 | $333K | Hold |
4,460
| – | – | 0.34% | 53 |
|
|
2018
Q3 | $316K | Hold |
4,460
| – | – | 0.28% | 61 |
|
|
2018
Q2 | $309K | Hold |
4,460
| – | – | 0.29% | 59 |
|
|
2018
Q1 | $306K | Hold |
4,460
| – | – | 0.31% | 57 |
|
|
2017
Q4 | $328K | Buy |
+4,460
| New | +$328K | 0.3% | 63 |
|