Wealthspire Advisors (Maryland)’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
Q3 | $669K | Sell |
8,186
-1,309
| -14% | -$107K | 0.02% | 225 |
|
|
2020
Q2 | $756K | Buy |
9,495
+3,792
| +66% | +$302K | 0.05% | 196 |
|
|
2020
Q1 | $456K | Sell |
5,703
-272
| -5% | -$21.7K | 0.04% | 243 |
|
|
2019
Q4 | $565K | Buy |
5,975
+67
| +1% | +$6.34K | 0.04% | 258 |
|
|
2019
Q3 | $554K | Buy |
5,908
+28
| +0.5% | +$2.63K | 0.04% | 243 |
|
|
2019
Q2 | $518K | Sell |
5,880
-1,585
| -21% | -$140K | 0.04% | 249 |
|
|
2019
Q1 | $625K | Buy |
7,465
+1,809
| +32% | +$151K | 0.05% | 214 |
|
|
2018
Q4 | $423K | Buy |
5,656
+174
| +3% | +$13K | 0.04% | 248 |
|
|
2018
Q3 | $389K | Sell |
5,482
-150
| -3% | -$10.6K | 0.03% | 291 |
|
|
2018
Q2 | $390K | Sell |
5,632
-985
| -15% | -$68.2K | 0.04% | 293 |
|
|
2018
Q1 | $454K | Buy |
6,617
+752
| +13% | +$51.6K | 0.04% | 259 |
|
|
2017
Q4 | $432K | Buy |
5,865
+835
| +17% | +$61.5K | 0.04% | 290 |
|
|
2017
Q3 | $353K | Sell |
5,030
-16
| -0.3% | -$1.12K | 0.04% | 321 |
|
|
2017
Q2 | $351K | Buy |
5,046
+1,390
| +38% | +$96.7K | 0.04% | 310 |
|
|
2017
Q1 | $245K | Buy |
3,656
+140
| +4% | +$9.38K | 0.03% | 335 |
|
|
2016
Q4 | $221K | Sell |
3,516
-700
| -17% | -$44K | 0.03% | 343 |
|
|
2016
Q3 | $271K | Buy |
4,216
+315
| +8% | +$20.2K | 0.04% | 300 |
|
|
2016
Q2 | $273K | Buy |
3,901
+14
| +0.4% | +$980 | 0.05% | 278 |
|
|
2016
Q1 | $258K | Buy |
3,887
+527
| +16% | +$35K | 0.05% | 288 |
|
|
2015
Q4 | $196K | Buy |
+3,360
| New | +$196K | 0.04% | 361 |
|