WOSD
WFA of San Diego’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
+120
| New | +$12.5K | 0.01% | 303 |
|
|
2024
Q3 | $12.3K | Hold |
120
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $10.5K | Buy |
+120
| New | +$10.5K | 0.01% | 277 |
|
|
2023
Q3 | $9.03K | Hold |
120
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $10.1K | Buy |
+120
| New | +$10.1K | 0.01% | 278 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$11.4K | – | 82 |
|
|
2022
Q4 | $11.4K | Buy |
+120
| New | +$11.4K | 0.01% | 347 |
|
|
2022
Q3 | – | Sell |
-120
| Closed | -$12K | – | 97 |
|
|
2022
Q2 | $12K | Buy |
+120
| New | +$12K | 0.01% | 261 |
|