Catamount Wealth Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-123
| Closed | -$9K | – | 199 |
|
|
2018
Q3 | $9K | Sell |
123
-43
| -26% | -$3.15K | ﹤0.01% | 147 |
|
|
2018
Q2 | $12K | Buy |
166
+43
| +35% | +$3.11K | 0.01% | 136 |
|
|
2018
Q1 | $8K | Hold |
123
| – | – | ﹤0.01% | 140 |
|
|
2017
Q4 | $9K | Hold |
123
| – | – | 0.01% | 134 |
|
|
2017
Q3 | $9K | Hold |
123
| – | – | 0.01% | 134 |
|
|
2017
Q2 | $9K | Hold |
123
| – | – | 0.01% | 134 |
|
|
2017
Q1 | $8K | Hold |
123
| – | – | 0.01% | 138 |
|
|
2016
Q4 | $8K | Hold |
123
| – | – | 0.01% | 122 |
|
|
2016
Q3 | $8K | Hold |
123
| – | – | 0.01% | 117 |
|
|
2016
Q2 | $9K | Hold |
123
| – | – | 0.01% | 97 |
|
|
2016
Q1 | $8K | Hold |
123
| – | – | 0.01% | 97 |
|
|
2015
Q4 | $7K | Hold |
123
| – | – | 0.01% | 96 |
|
|
2015
Q3 | $7K | Hold |
123
| – | – | 0.01% | 97 |
|
|
2015
Q2 | $7K | Hold |
123
| – | – | 0.01% | 127 |
|
|
2015
Q1 | $7K | Hold |
123
| – | – | 0.01% | 109 |
|
|
2014
Q4 | $7K | Buy |
+123
| New | +$7K | 0.01% | 94 |
|