CWM
Confluence Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,379
| Closed | -$213K | – | 128 |
|
|
2016
Q4 | $213K | Sell |
3,379
-13,785
| -80% | -$869K | 0.11% | 127 |
|
|
2016
Q3 | $1.1M | Buy |
17,164
+1,436
| +9% | +$92.2K | 0.53% | 45 |
|
|
2016
Q2 | $1.1M | Buy |
+15,728
| New | +$1.1M | 0.54% | 46 |
|
|
2014
Q3 | – | Sell |
-5,305
| Closed | -$296K | – | 84 |
|
|
2014
Q2 | $296K | Buy |
+5,305
| New | +$296K | 0.17% | 103 |
|