Wealthstreet Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $423K | Hold |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $484K | Sell |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $555K | Hold |
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|
2019
Q3 | $548K | Buy |
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|
2019
Q2 | $481K | Buy |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $329K | Sell |
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|
2017
Q4 | $372K | Buy |
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