West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-120
| Closed | -$9.75K | – | 155 |
|
|
2023
Q4 | $9.75K | Hold |
120
| – | – | ﹤0.01% | 123 |
|
|
2023
Q3 | $9.03K | Hold |
120
| – | – | ﹤0.01% | 132 |
|
|
2023
Q2 | $10.1K | Hold |
120
| – | – | ﹤0.01% | 126 |
|
|
2023
Q1 | $10.9K | Hold |
120
| – | – | ﹤0.01% | 118 |
|
|
2022
Q4 | $11.4K | Hold |
120
| – | – | ﹤0.01% | 117 |
|
|
2022
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 141 |
|
|
2022
Q2 | $12K | Hold |
120
| – | – | ﹤0.01% | 129 |
|
|
2022
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 132 |
|
|
2021
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 149 |
|
|
2021
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 128 |
|
|
2021
Q2 | $10K | Hold |
120
| – | – | ﹤0.01% | 122 |
|
|
2021
Q1 | $10K | Hold |
120
| – | – | ﹤0.01% | 123 |
|
|
2020
Q4 | $10K | Buy |
+120
| New | +$10K | ﹤0.01% | 121 |
|