Hefty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $62K | Hold |
900
| – | – | 0.04% | 130 |
|
|
2017
Q4 | $66K | Hold |
900
| – | – | 0.04% | 126 |
|
|
2017
Q3 | $63K | Hold |
900
| – | – | 0.04% | 121 |
|
|
2017
Q2 | $62K | Hold |
900
| – | – | 0.04% | 117 |
|
|
2017
Q1 | $60K | Buy |
900
+156
| +21% | +$10.4K | 0.04% | 122 |
|
|
2016
Q4 | $46K | Hold |
744
| – | – | 0.04% | 123 |
|
|
2016
Q3 | $47K | Hold |
744
| – | – | 0.04% | 132 |
|
|
2016
Q2 | $52K | Hold |
744
| – | – | 0.04% | 104 |
|
|
2016
Q1 | $49K | Hold |
744
| – | – | 0.05% | 103 |
|
|
2015
Q4 | $43K | Buy |
+744
| New | +$43K | 0.04% | 111 |
|