FDO Partners’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
Q4 | – | Sell |
-5,112
| Closed | -$359K | – | 159 |
|
2017
Q3 | $359K | Buy |
+5,112
| New | +$359K | 0.14% | 177 |
|
2017
Q2 | – | Sell |
-19,517
| Closed | -$1.31M | – | 228 |
|
2017
Q1 | $1.31M | Buy |
19,517
+9,390
| +93% | +$630K | 0.33% | 130 |
|
2016
Q4 | $638K | Sell |
10,127
-213
| -2% | -$13.4K | 0.26% | 147 |
|
2016
Q3 | $664K | Buy |
+10,340
| New | +$664K | 0.29% | 138 |
|