Wealthcare Capital 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
Q2 | – | Sell |
-1,631
| Closed | -$138K | – | 92 |
|
|
2021
Q1 | $138K | Buy |
+1,631
| New | +$138K | 0.01% | 87 |
|
|
2020
Q2 | – | Sell |
-1,643
| Closed | -$131K | – | 62 |
|
|
2020
Q1 | $131K | Sell |
1,643
-40
| -2% | -$3.19K | 0.02% | 60 |
|
|
2019
Q4 | $159K | Buy |
1,683
+43
| +3% | +$4.06K | 0.02% | 65 |
|
|
2019
Q3 | $154K | Hold |
1,640
| – | – | 0.02% | 64 |
|
|
2019
Q2 | $144K | Hold |
1,640
| – | – | 0.02% | 61 |
|
|
2019
Q1 | $137K | Hold |
1,640
| – | – | 0.02% | 62 |
|
|
2018
Q4 | $123K | Hold |
1,640
| – | – | 0.02% | 63 |
|
|
2018
Q3 | $116K | Hold |
1,640
| – | – | 0.01% | 61 |
|
|
2018
Q2 | $114K | Hold |
1,640
| – | – | 0.01% | 62 |
|
|
2018
Q1 | $112K | Hold |
1,640
| – | – | 0.01% | 59 |
|
|
2017
Q4 | $121K | Hold |
1,640
| – | – | 0.01% | 58 |
|
|
2017
Q3 | $115K | Buy |
1,640
+100
| +6% | +$7.01K | 0.01% | 56 |
|
|
2017
Q2 | $107K | Hold |
1,540
| – | – | 0.01% | 60 |
|
|
2017
Q1 | $103K | Hold |
1,540
| – | – | 0.01% | 62 |
|
|
2016
Q4 | $97K | Sell |
1,540
-7
| -0.5% | -$441 | 0.01% | 61 |
|
|
2016
Q3 | $99K | Buy |
1,547
+7
| +0.5% | +$448 | 0.01% | 57 |
|
|
2016
Q2 | $108K | Hold |
1,540
| – | – | 0.01% | 56 |
|
|
2016
Q1 | $102K | Hold |
1,540
| – | – | 0.01% | 62 |
|
|
2015
Q4 | $90K | Hold |
1,540
| – | – | 0.01% | 70 |
|
|
2015
Q3 | $88K | Hold |
1,540
| – | – | 0.01% | 72 |
|
|
2015
Q2 | $82K | Sell |
1,540
-224
| -13% | -$11.9K | 0.01% | 81 |
|
|
2015
Q1 | $99K | Buy |
+1,764
| New | +$99K | 0.01% | 156 |
|