WealthSource Partners’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,370
| Closed | -$281K | – | 432 |
|
|
2020
Q4 | $281K | Sell |
3,370
-1,756
| -34% | -$146K | 0.03% | 298 |
|
|
2020
Q3 | $419K | Buy |
+5,126
| New | +$419K | 0.06% | 216 |
|
|
2020
Q2 | – | Sell |
-2,826
| Closed | -$226K | – | 342 |
|
|
2020
Q1 | $226K | Sell |
2,826
-188
| -6% | -$15K | 0.04% | 282 |
|
|
2019
Q4 | $285K | Sell |
3,014
-133
| -4% | -$12.6K | 0.04% | 323 |
|
|
2019
Q3 | $295K | Sell |
3,147
-27
| -0.9% | -$2.53K | 0.04% | 327 |
|
|
2019
Q2 | $279K | Buy |
+3,174
| New | +$279K | 0.04% | 346 |
|
|
2017
Q2 | – | Sell |
-3,435
| Closed | -$231K | – | 285 |
|
|
2017
Q1 | $231K | Buy |
+3,435
| New | +$231K | 0.09% | 232 |
|
|
2016
Q4 | – | Sell |
-6,509
| Closed | -$418K | – | 246 |
|
|
2016
Q3 | $418K | Buy |
6,509
+307
| +5% | +$19.7K | 0.15% | 139 |
|
|
2016
Q2 | $435K | Buy |
6,202
+34
| +0.6% | +$2.39K | 0.16% | 130 |
|
|
2016
Q1 | $410K | Buy |
+6,168
| New | +$410K | 0.17% | 125 |
|