Bristlecone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-350
| Closed | -$25K | – | 149 |
|
|
2017
Q3 | $25K | Buy |
+350
| New | +$25K | 0.01% | 234 |
|
|
2016
Q3 | – | Sell |
-3,513
| Closed | -$246K | – | 156 |
|
|
2016
Q2 | $246K | Hold |
3,513
| – | – | 0.09% | 124 |
|
|
2016
Q1 | $233K | Sell |
3,513
-222
| -6% | -$14.7K | 0.09% | 148 |
|
|
2015
Q4 | $218K | Buy |
+3,735
| New | +$218K | 0.09% | 162 |
|