GCA
Gideon Capital Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,254
| Closed | -$492K | – | 254 |
|
|
2019
Q3 | $492K | Sell |
5,254
-75,664
| -94% | -$7.09M | 0.16% | 183 |
|
|
2019
Q2 | $7.12M | Buy |
80,918
+19,787
| +32% | +$1.74M | 2.46% | 1 |
|
|
2019
Q1 | $5.12M | Buy |
61,131
+22,084
| +57% | +$1.85M | 1.83% | 2 |
|
|
2018
Q4 | $2.92M | Buy |
+39,047
| New | +$2.92M | 1.19% | 7 |
|
|
2018
Q1 | – | Sell |
-10,404
| Closed | -$765K | – | 329 |
|
|
2017
Q4 | $765K | Buy |
+10,404
| New | +$765K | 0.67% | 24 |
|
|
2015
Q2 | – | Sell |
-53,188
| Closed | -$2.99M | – | 230 |
|
|
2015
Q1 | $2.99M | Buy |
+53,188
| New | +$2.99M | 1.21% | 12 |
|
|
2014
Q2 | – | Sell |
-9,832
| Closed | -$498K | – | 238 |
|
|
2014
Q1 | $498K | Buy |
+9,832
| New | +$498K | 0.28% | 116 |
|