King Wealth Management Group’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
Q2 | – | Sell |
-2,919
| Closed | -$200K | – | 122 |
|
|
2018
Q1 | $200K | Sell |
2,919
-234
| -7% | -$16K | 0.07% | 123 |
|
|
2017
Q4 | $232K | Hold |
3,153
| – | – | 0.08% | 108 |
|
|
2017
Q3 | $221K | Hold |
3,153
| – | – | 0.08% | 115 |
|
|
2017
Q2 | $219K | Hold |
3,153
| – | – | 0.09% | 117 |
|
|
2017
Q1 | $212K | Buy |
+3,153
| New | +$212K | 0.09% | 116 |
|
|
2016
Q4 | – | Sell |
-3,153
| Closed | -$202K | – | 120 |
|
|
2016
Q3 | $202K | Sell |
3,153
-125
| -4% | -$8.01K | 0.1% | 115 |
|
|
2016
Q2 | $229K | Buy |
+3,278
| New | +$229K | 0.12% | 90 |
|
|
2015
Q4 | – | Sell |
-4,295
| Closed | -$244K | – | 104 |
|
|
2015
Q3 | $244K | Hold |
4,295
| – | – | 0.15% | 92 |
|
|
2015
Q2 | $228K | Sell |
4,295
-87
| -2% | -$4.62K | 0.12% | 99 |
|
|
2015
Q1 | $246K | Sell |
4,382
-557
| -11% | -$31.3K | 0.14% | 86 |
|
|
2014
Q4 | $300K | Buy |
4,939
+502
| +11% | +$30.5K | 0.16% | 85 |
|
|
2014
Q3 | $231K | Hold |
4,437
| – | – | 0.14% | 98 |
|
|
2014
Q2 | $245K | Hold |
4,437
| – | – | 0.15% | 94 |
|
|
2014
Q1 | $225K | Sell |
4,437
-7,983
| -64% | -$404K | 0.15% | 91 |
|
|
2013
Q4 | $581K | Buy |
12,420
+37
| +0.3% | +$1.73K | 0.33% | 67 |
|
|
2013
Q3 | $537K | Hold |
12,383
| – | – | 0.35% | 64 |
|
|
2013
Q2 | $555K | Buy |
+12,383
| New | +$555K | 0.38% | 61 |
|