V Wealth Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,826
| Closed | -$322K | – | 117 |
|
|
2023
Q2 | $322K | Buy |
3,826
+10
| +0.3% | +$842 | 0.05% | 279 |
|
|
2023
Q1 | $347K | Buy |
3,816
+260
| +7% | +$23.7K | 0.07% | 255 |
|
|
2022
Q4 | $338K | Buy |
3,556
+1,133
| +47% | +$108K | 0.07% | 257 |
|
|
2022
Q3 | $210K | Sell |
2,423
-43
| -2% | -$3.73K | 0.04% | 343 |
|
|
2022
Q2 | $237K | Buy |
2,466
+127
| +5% | +$12.2K | 0.04% | 354 |
|
|
2022
Q1 | $233K | Sell |
2,339
-338
| -13% | -$33.7K | 0.04% | 389 |
|
|
2021
Q4 | $239K | Buy |
2,677
+555
| +26% | +$49.6K | 0.04% | 398 |
|
|
2021
Q3 | $172K | Buy |
+2,122
| New | +$172K | 0.03% | 451 |
|
|
2017
Q3 | – | Sell |
-862
| Closed | -$61K | – | 204 |
|
|
2017
Q2 | $61K | Buy |
+862
| New | +$61K | 0.03% | 285 |
|