Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-233
| Closed | -$16K | – | 97 |
|
|
2018
Q2 | $16K | Hold |
233
| – | – | 0.01% | 272 |
|
|
2018
Q1 | $16K | Buy |
233
+93
| +66% | +$6.39K | 0.01% | 273 |
|
|
2017
Q4 | $10K | Buy |
140
+15
| +12% | +$1.07K | 0.03% | 182 |
|
|
2017
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 296 |
|
|
2017
Q2 | $8K | Hold |
125
| – | – | ﹤0.01% | 287 |
|
|
2017
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 297 |
|
|
2016
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 340 |
|
|
2016
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 314 |
|
|
2016
Q2 | $8K | Hold |
125
| – | – | ﹤0.01% | 287 |
|
|
2016
Q1 | $8K | Hold |
125
| – | – | ﹤0.01% | 278 |
|
|
2015
Q4 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 274 |
|