TrueWealth LLC’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
Q2 | $204K | Sell |
2,566
-17
| -0.7% | -$1.35K | 0.09% | 129 |
|
|
2020
Q1 | $207K | Hold |
2,583
| – | – | 0.1% | 115 |
|
|
2019
Q4 | $244K | Buy |
2,583
+48
| +2% | +$4.53K | 0.1% | 120 |
|
|
2019
Q3 | $237K | Buy |
2,535
+1
| +0% | +$93 | 0.1% | 117 |
|
|
2019
Q2 | $223K | Sell |
2,534
-75
| -3% | -$6.6K | 0.1% | 126 |
|
|
2019
Q1 | $219K | Buy |
2,609
+75
| +3% | +$6.3K | 0.1% | 127 |
|
|
2018
Q4 | $189K | Sell |
2,534
-145
| -5% | -$10.8K | 0.1% | 132 |
|
|
2018
Q3 | $190K | Hold |
2,679
| – | – | 0.09% | 141 |
|
|
2018
Q2 | $186K | Buy |
2,679
+145
| +6% | +$10.1K | 0.09% | 140 |
|
|
2018
Q1 | $174K | Sell |
2,534
-16
| -0.6% | -$1.1K | 0.09% | 137 |
|
|
2017
Q4 | $188K | Buy |
+2,550
| New | +$188K | 0.09% | 142 |
|