Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-509
| Closed | -$41K | – | 107 |
|
|
2021
Q3 | $41K | Buy |
509
+5
| +1% | +$403 | 0.03% | 174 |
|
|
2021
Q2 | $43K | Buy |
504
+4
| +0.8% | +$341 | 0.03% | 160 |
|
|
2021
Q1 | $42K | Buy |
500
+5
| +1% | +$420 | 0.03% | 156 |
|
|
2020
Q4 | $41K | Sell |
495
-264
| -35% | -$21.9K | 0.03% | 146 |
|
|
2020
Q3 | $62K | Buy |
759
+4
| +0.5% | +$327 | 0.05% | 113 |
|
|
2020
Q2 | $60K | Buy |
755
+4
| +0.5% | +$318 | 0.05% | 103 |
|
|
2020
Q1 | $60K | Buy |
751
+4
| +0.5% | +$320 | 0.05% | 96 |
|
|
2019
Q4 | $71K | Buy |
+747
| New | +$71K | 0.05% | 102 |
|