Girard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,223
| Closed | -$210K | – | 207 |
|
|
2019
Q4 | $210K | Buy |
2,223
+41
| +2% | +$3.87K | 0.03% | 218 |
|
|
2019
Q3 | $204K | Buy |
+2,182
| New | +$204K | 0.04% | 206 |
|
|
2018
Q4 | – | Sell |
-2,215
| Closed | -$156K | – | 252 |
|
|
2018
Q3 | $156K | Buy |
+2,215
| New | +$156K | 0.03% | 273 |
|
|
2018
Q1 | – | Sell |
-2,917
| Closed | -$215K | – | 250 |
|
|
2017
Q4 | $215K | Buy |
+2,917
| New | +$215K | 0.04% | 253 |
|
|
2017
Q3 | – | Sell |
-2,881
| Closed | -$200K | – | 259 |
|
|
2017
Q2 | $200K | Buy |
+2,881
| New | +$200K | 0.04% | 253 |
|
|
2017
Q1 | – | Sell |
-3,251
| Closed | -$205K | – | 231 |
|
|
2016
Q4 | $205K | Sell |
3,251
-51
| -2% | -$3.22K | 0.06% | 211 |
|
|
2016
Q3 | $212K | Buy |
+3,302
| New | +$212K | 0.07% | 189 |
|