Independent Portfolio Consultants’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-233
| Closed | -$15K | – | 800 |
|
2016
Q4 | $15K | Sell |
233
-632
| -73% | -$40.7K | ﹤0.01% | 653 |
|
2016
Q3 | $56K | Sell |
865
-140
| -14% | -$9.06K | 0.02% | 519 |
|
2016
Q2 | $70K | Sell |
1,005
-1,040
| -51% | -$72.4K | 0.02% | 504 |
|
2016
Q1 | $136K | Buy |
2,045
+220
| +12% | +$14.6K | 0.04% | 430 |
|
2015
Q4 | $106K | Buy |
1,825
+270
| +17% | +$15.7K | 0.03% | 457 |
|
2015
Q3 | $88K | Buy |
1,555
+210
| +16% | +$11.9K | 0.02% | 478 |
|
2015
Q2 | $71K | Buy |
1,345
+772
| +135% | +$40.8K | 0.01% | 561 |
|
2015
Q1 | $32K | Buy |
573
+288
| +101% | +$16.1K | 0.01% | 648 |
|
2014
Q4 | $17K | Buy |
285
+125
| +78% | +$7.46K | ﹤0.01% | 672 |
|
2014
Q3 | $8K | Sell |
160
-1,204
| -88% | -$60.2K | ﹤0.01% | 759 |
|
2014
Q2 | $76K | Buy |
+1,364
| New | +$76K | 0.02% | 568 |
|