Krilogy Financial’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
Q4 | – | Sell |
-1,258
| Closed | -$89K | – | 151 |
|
|
2018
Q3 | $89K | Buy |
+1,258
| New | +$89K | 0.02% | 236 |
|
|
2018
Q2 | – | Sell |
-1,413
| Closed | -$97K | – | 160 |
|
|
2018
Q1 | $97K | Buy |
1,413
+1
| +0.1% | +$69 | 0.02% | 240 |
|
|
2017
Q4 | $104K | Buy |
1,412
+1
| +0.1% | +$74 | 0.03% | 224 |
|
|
2017
Q3 | $99K | Buy |
1,411
+529
| +60% | +$37.1K | 0.03% | 245 |
|
|
2017
Q2 | $61K | Buy |
882
+3
| +0.3% | +$207 | 0.02% | 283 |
|
|
2017
Q1 | $55K | Hold |
879
| – | – | 0.02% | 277 |
|
|
2016
Q4 | $55K | Sell |
879
-657
| -43% | -$41.1K | 0.02% | 277 |
|
|
2016
Q3 | $99K | Buy |
1,536
+5
| +0.3% | +$322 | 0.03% | 210 |
|
|
2016
Q2 | $107K | Buy |
1,531
+785
| +105% | +$54.9K | 0.04% | 192 |
|
|
2016
Q1 | $50K | Sell |
746
-176
| -19% | -$11.8K | 0.02% | 264 |
|
|
2015
Q4 | $54K | Buy |
922
+376
| +69% | +$22K | 0.05% | 127 |
|
|
2015
Q3 | $40K | Buy |
+546
| New | +$40K | 0.02% | 229 |
|