TSWM
Triangle Securities Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,775
| Closed | -$222K | – | 161 |
|
|
2020
Q1 | $222K | Hold |
2,775
| – | – | 0.13% | 140 |
|
|
2019
Q4 | $262K | Hold |
2,775
| – | – | 0.11% | 140 |
|
|
2019
Q3 | $260K | Hold |
2,775
| – | – | 0.13% | 139 |
|
|
2019
Q2 | $250K | Buy |
+2,775
| New | +$250K | 0.13% | 135 |
|