New Potomac Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,335
| Closed | -$315K | – | 134 |
|
|
2019
Q4 | $315K | Sell |
3,335
-400
| -11% | -$37.8K | 0.29% | 56 |
|
|
2019
Q3 | $350K | Sell |
3,735
-1,255
| -25% | -$118K | 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% | -$112K | 0.4% | 54 |
|
|
2018
Q3 | $460K | Sell |
6,490
-605
| -9% | -$42.9K | 0.43% | 52 |
|
|
2018
Q2 | $491K | Sell |
7,095
-870
| -11% | -$60.2K | 0.47% | 52 |
|
|
2018
Q1 | $546K | Sell |
7,965
-205
| -3% | -$14.1K | 0.54% | 51 |
|
|
2017
Q4 | $601K | Buy |
+8,170
| New | +$601K | 0.57% | 53 |
|