Integrated Wealth Management (Palm Desert)’s American Electric Power AEP Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio AEP Stock Details AEP Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$650K	Buy
2016 Q4	$586K	Buy
2016 Q3	$589K	Buy
2016 Q2	$610K	Buy
2016 Q1	$491K	Buy
2015 Q4	$361K	Buy
2015 Q3	$287K	Buy
2015 Q2	$254K	Sell
2015 Q1	$340K	Buy