Kanaly Trust’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $737K | Buy |
11,706
+215
| +2% | +$13.5K | 0.16% | 63 |
|
|
2016
Q3 | $738K | Buy |
11,491
+375
| +3% | +$24.1K | 0.16% | 72 |
|
|
2016
Q2 | $779K | Buy |
11,116
+549
| +5% | +$38.5K | 0.16% | 73 |
|
|
2016
Q1 | $702K | Buy |
10,567
+252
| +2% | +$16.7K | 0.14% | 77 |
|
|
2015
Q4 | $601K | Sell |
10,315
-258
| -2% | -$15K | 0.12% | 85 |
|
|
2015
Q3 | $601K | Buy |
10,573
+345
| +3% | +$19.6K | 0.13% | 87 |
|
|
2015
Q2 | $542K | Sell |
10,228
-995
| -9% | -$52.7K | 0.11% | 99 |
|
|
2015
Q1 | $631K | Buy |
11,223
+115
| +1% | +$6.47K | 0.12% | 97 |
|
|
2014
Q4 | $674K | Buy |
11,108
+218
| +2% | +$13.2K | 0.13% | 80 |
|
|
2014
Q3 | $569K | Sell |
10,890
-2,567
| -19% | -$134K | 0.11% | 98 |
|
|
2014
Q2 | $750K | Buy |
13,457
+288
| +2% | +$16.1K | 0.14% | 86 |
|
|
2014
Q1 | $667K | Buy |
13,169
+103
| +0.8% | +$5.22K | 0.13% | 87 |
|
|
2013
Q4 | $611K | Buy |
+13,066
| New | +$611K | 0.12% | 90 |
|