Wealthstreet Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6K | Hold |
63
| – | – | 0.16% | 63 |
|
|
2021
Q4 | $6K | Hold |
63
| – | – | 0.15% | 64 |
|
|
2021
Q3 | $5K | Sell |
63
-976
| -94% | -$77.5K | 0.14% | 63 |
|
|
2021
Q2 | $88K | Sell |
1,039
-3,950
| -79% | -$335K | 0.46% | 52 |
|
|
2021
Q1 | $423K | Hold |
4,989
| – | – | 0.04% | 272 |
|
|
2020
Q4 | $415K | Sell |
4,989
-935
| -16% | -$77.8K | 0.04% | 262 |
|
|
2020
Q3 | $484K | Sell |
5,924
-287
| -5% | -$23.4K | 0.05% | 225 |
|
|
2020
Q2 | $495K | Buy |
6,211
+210
| +3% | +$16.7K | 0.06% | 216 |
|
|
2020
Q1 | $479K | Buy |
6,001
+125
| +2% | +$9.98K | 0.07% | 198 |
|
|
2019
Q4 | $555K | Hold |
5,876
| – | – | 0.06% | 225 |
|
|
2019
Q3 | $548K | Buy |
5,876
+419
| +8% | +$39.1K | 0.07% | 208 |
|
|
2019
Q2 | $481K | Buy |
5,457
+299
| +6% | +$26.4K | 0.06% | 227 |
|
|
2019
Q1 | $432K | Buy |
5,158
+1,208
| +31% | +$101K | 0.06% | 245 |
|
|
2018
Q4 | $304K | Hold |
3,950
| – | – | 0.04% | 269 |
|
|
2018
Q3 | $280K | Hold |
3,950
| – | – | 0.03% | 299 |
|
|
2018
Q2 | $274K | Sell |
3,950
-850
| -18% | -$59K | 0.04% | 296 |
|
|
2018
Q1 | $329K | Sell |
4,800
-250
| -5% | -$17.1K | 0.04% | 272 |
|
|
2017
Q4 | $372K | Buy |
+5,050
| New | +$372K | 0.05% | 261 |
|