New Potomac Partners’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,335
Closed -$315K 134
2019
Q4
$315K Sell
3,335
-400
-11% -$37K 0.29% 56
2019
Q3
$350K Sell
3,735
-1,255
-25% -$114K 0.35% 53
2019
Q2
$439K Hold
4,990
0.45% 52
2019
Q1
$418K Hold
4,990
0.42% 53
2018
Q4
$373K Sell
4,990
-1,500
-23% -$113K 0.4% 54
2018
Q3
$460K Sell
6,490
-605
-9% -$43K 0.43% 52
2018
Q2
$491K Sell
7,095
-870
-11% -$58.6K 0.47% 52
2018
Q1
$546K Sell
7,965
-205
-3% -$13.8K 0.54% 51
2017
Q4
$601K Buy
+8,170
New +$610K 0.57% 53

Other funds holding AEP