BAM
Bruderman Asset Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,392
| Closed | -$117K | – | 125 |
|
|
2019
Q1 | $117K | Hold |
1,392
| – | – | 0.03% | 174 |
|
|
2018
Q4 | $104K | Buy |
1,392
+892
| +178% | +$66.6K | 0.03% | 167 |
|
|
2018
Q3 | $35K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2018
Q2 | $35K | Hold |
500
| – | – | 0.01% | 229 |
|
|
2018
Q1 | $34K | Buy |
+500
| New | +$34K | 0.01% | 236 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$35K | – | 127 |
|
|
2017
Q2 | $35K | Buy |
+500
| New | +$35K | 0.01% | 240 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$31K | – | 121 |
|
|
2016
Q4 | $31K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2016
Q3 | $32K | Sell |
500
-156
| -24% | -$9.98K | 0.01% | 246 |
|
|
2016
Q2 | $46K | Buy |
656
+156
| +31% | +$10.9K | 0.01% | 206 |
|
|
2016
Q1 | $33K | Hold |
500
| – | – | 0.01% | 235 |
|
|
2015
Q4 | $29K | Hold |
500
| – | – | 0.01% | 258 |
|
|
2015
Q3 | $28K | Hold |
500
| – | – | 0.01% | 254 |
|
|
2015
Q2 | $26K | Hold |
500
| – | – | 0.01% | 277 |
|
|
2015
Q1 | $28K | Buy |
+500
| New | +$28K | 0.01% | 267 |
|