Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,446
| Closed | -$351K | – | 497 |
|
|
2016
Q3 | $351K | Sell |
5,446
-1,900
| -26% | -$122K | 0.04% | 448 |
|
|
2016
Q2 | $513K | Buy |
7,346
+96
| +1% | +$6.7K | 0.07% | 339 |
|
|
2016
Q1 | $484K | Sell |
7,250
-271
| -4% | -$18.1K | 0.06% | 362 |
|
|
2015
Q4 | $443K | Buy |
7,521
+658
| +10% | +$38.8K | 0.06% | 382 |
|
|
2015
Q3 | $391K | Buy |
6,863
+402
| +6% | +$22.9K | 0.05% | 404 |
|
|
2015
Q2 | $341K | Sell |
6,461
-809
| -11% | -$42.7K | 0.04% | 456 |
|
|
2015
Q1 | $260K | Sell |
7,270
-8,331
| -53% | -$298K | 0.07% | 334 |
|
|
2014
Q4 | $944K | Buy |
15,601
+6,236
| +67% | +$377K | 0.14% | 185 |
|
|
2014
Q3 | $490K | Buy |
9,365
+152
| +2% | +$7.95K | 0.07% | 268 |
|
|
2014
Q2 | $501K | Buy |
9,213
+218
| +2% | +$11.9K | 0.06% | 272 |
|
|
2014
Q1 | $450K | Hold |
8,995
| – | – | 0.06% | 299 |
|
|
2013
Q4 | $420K | Sell |
8,995
-198
| -2% | -$9.25K | 0.05% | 304 |
|
|
2013
Q3 | $398K | Sell |
9,193
-278
| -3% | -$12K | 0.06% | 300 |
|
|
2013
Q2 | $422K | Buy |
+9,471
| New | +$422K | 0.06% | 259 |
|