CrestPoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,700
| Closed | -$422K | – | 211 |
|
|
2016
Q4 | $422K | Buy |
+6,700
| New | +$422K | 0.21% | 152 |
|
|
2016
Q3 | – | Sell |
-3,100
| Closed | -$217K | – | 219 |
|
|
2016
Q2 | $217K | Buy |
+3,100
| New | +$217K | 0.12% | 199 |
|
|
2014
Q4 | – | Sell |
-4,800
| Closed | -$251K | – | 220 |
|
|
2014
Q3 | $251K | Hold |
4,800
| – | – | 0.15% | 187 |
|
|
2014
Q2 | $268K | Hold |
4,800
| – | – | 0.16% | 181 |
|
|
2014
Q1 | $243K | Buy |
+4,800
| New | +$243K | 0.15% | 188 |
|