Camarda 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21,019
| Closed | -$2.02M | – | 66 |
|
|
2022
Q2 | $2.02M | Buy |
+21,019
| New | +$2.02M | 2% | 17 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$71K | – | 162 |
|
|
2018
Q3 | $71K | Buy |
+1,000
| New | +$71K | 0.08% | 95 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$7K | – | 168 |
|
|
2017
Q4 | $7K | Sell |
100
-662
| -87% | -$46.3K | 0.01% | 160 |
|
|
2017
Q3 | $54K | Hold |
762
| – | – | 0.06% | 110 |
|
|
2017
Q2 | $53K | Buy |
762
+100
| +15% | +$6.96K | 0.06% | 109 |
|
|
2017
Q1 | $44K | Hold |
662
| – | – | 0.04% | 110 |
|
|
2016
Q4 | $42K | Hold |
662
| – | – | 0.03% | 128 |
|
|
2016
Q3 | $43K | Hold |
662
| – | – | 0.03% | 121 |
|
|
2016
Q2 | $46K | Hold |
662
| – | – | 0.03% | 143 |
|
|
2016
Q1 | $44K | Hold |
662
| – | – | 0.03% | 143 |
|
|
2015
Q4 | $39K | Hold |
662
| – | – | 0.02% | 162 |
|
|
2015
Q3 | $38K | Hold |
662
| – | – | 0.02% | 112 |
|
|
2015
Q2 | $35K | Hold |
662
| – | – | 0.02% | 146 |
|
|
2015
Q1 | $37K | Sell |
662
-406
| -38% | -$22.7K | 0.02% | 150 |
|
|
2014
Q4 | $65K | Buy |
+1,068
| New | +$65K | 0.04% | 112 |
|