Nadler Financial 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
Q1 | – | Sell |
-2,792
| Closed | -$205K | – | 82 |
|
|
2017
Q4 | $205K | Buy |
+2,792
| New | +$205K | 0.06% | 83 |
|
|
2017
Q1 | – | Sell |
-6,254
| Closed | -$394K | – | 81 |
|
|
2016
Q4 | $394K | Buy |
6,254
+39
| +0.6% | +$2.46K | 0.15% | 54 |
|
|
2016
Q3 | $399K | Sell |
6,215
-163
| -3% | -$10.5K | 0.16% | 49 |
|
|
2016
Q2 | $447K | Sell |
6,378
-958
| -13% | -$67.1K | 0.19% | 47 |
|
|
2016
Q1 | $487K | Buy |
+7,336
| New | +$487K | 0.21% | 46 |
|