Integrated Wealth Management’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 | $650K | Buy |
9,686
+371
| +4% | +$24.9K | 0.22% | 116 |
|
|
2016
Q4 | $586K | Buy |
9,315
+139
| +2% | +$8.74K | 0.22% | 114 |
|
|
2016
Q3 | $589K | Buy |
9,176
+474
| +5% | +$30.4K | 0.21% | 107 |
|
|
2016
Q2 | $610K | Buy |
8,702
+1,314
| +18% | +$92.1K | 0.24% | 91 |
|
|
2016
Q1 | $491K | Buy |
7,388
+1,188
| +19% | +$79K | 0.21% | 102 |
|
|
2015
Q4 | $361K | Buy |
6,200
+1,150
| +23% | +$67K | 0.16% | 122 |
|
|
2015
Q3 | $287K | Buy |
5,050
+255
| +5% | +$14.5K | 0.13% | 139 |
|
|
2015
Q2 | $254K | Sell |
4,795
-1,267
| -21% | -$67.1K | 0.1% | 155 |
|
|
2015
Q1 | $340K | Buy |
+6,062
| New | +$340K | 0.14% | 126 |
|