Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-12,295
| Closed | -$746K | – | 64 |
|
|
2014
Q4 | $746K | Sell |
12,295
-440
| -3% | -$26.7K | 0.71% | 33 |
|
|
2014
Q3 | $665K | Sell |
12,735
-3,718
| -23% | -$194K | 0.6% | 32 |
|
|
2014
Q2 | $918K | Sell |
16,453
-5,481
| -25% | -$306K | 0.92% | 26 |
|
|
2014
Q1 | $1.11M | Sell |
21,934
-7,908
| -26% | -$401K | 0.9% | 33 |
|
|
2013
Q4 | $1.4M | Buy |
29,842
+15,996
| +116% | +$748K | 1.02% | 22 |
|
|
2013
Q3 | $600K | Buy |
13,846
+11,846
| +592% | +$513K | 0.53% | 42 |
|
|
2013
Q2 | $90K | Buy |
+2,000
| New | +$90K | 0.13% | 76 |
|