Butensky & Cohen Financial Security’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
Q3 | – | Sell |
-170
| Closed | -$12K | – | 74 |
|
2017
Q2 | $12K | Hold |
170
| – | – | 0.01% | 99 |
|
2017
Q1 | $11K | Hold |
170
| – | – | 0.01% | 101 |
|
2016
Q4 | $11K | Hold |
170
| – | – | 0.01% | 97 |
|
2016
Q3 | $11K | Hold |
170
| – | – | 0.01% | 93 |
|
2016
Q2 | $12K | Buy |
170
+38
| +29% | +$2.68K | 0.01% | 86 |
|
2016
Q1 | $9K | Sell |
132
-193
| -59% | -$13.2K | 0.01% | 99 |
|
2015
Q4 | $19K | Buy |
325
+139
| +75% | +$8.13K | 0.02% | 92 |
|
2015
Q3 | $11K | Buy |
+186
| New | +$11K | 0.01% | 99 |
|
2015
Q2 | – | Hold |
0
| – | – | – | 139 |
|
2015
Q1 | – | Hold |
0
| – | – | – | 104 |
|
2014
Q4 | – | Hold |
0
| – | – | – | 105 |
|