Haverford Financial Services’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
Q2 | – | Sell |
-4,108
| Closed | -$282K | – | 77 |
|
|
2018
Q1 | $282K | Sell |
4,108
-2,220
| -35% | -$152K | 0.11% | 71 |
|
|
2017
Q4 | $466K | Buy |
6,328
+267
| +4% | +$19.7K | 0.17% | 48 |
|
|
2017
Q3 | $426K | Hold |
6,061
| – | – | 0.17% | 46 |
|
|
2017
Q2 | $421K | Sell |
6,061
-176
| -3% | -$12.2K | 0.17% | 37 |
|
|
2017
Q1 | $419K | Buy |
6,237
+2,428
| +64% | +$163K | 0.17% | 37 |
|
|
2016
Q4 | $240K | Hold |
3,809
| – | – | 0.1% | 55 |
|
|
2016
Q3 | $245K | Sell |
3,809
-24
| -0.6% | -$1.54K | 0.11% | 53 |
|
|
2016
Q2 | $269K | Sell |
3,833
-10
| -0.3% | -$702 | 0.11% | 53 |
|
|
2016
Q1 | $255K | Buy |
+3,843
| New | +$255K | 0.11% | 54 |
|