Parasol Investment Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $35K | Sell |
520
-3,125
| -86% | -$210K | 0.06% | 64 |
|
|
2016
Q4 | $229K | Hold |
3,645
| – | – | 0.24% | 56 |
|
|
2016
Q3 | $234K | Hold |
3,645
| – | – | 0.24% | 54 |
|
|
2016
Q2 | $255K | Hold |
3,645
| – | – | 0.27% | 53 |
|
|
2016
Q1 | $242K | Hold |
3,645
| – | – | 0.24% | 49 |
|
|
2015
Q4 | $212K | Sell |
3,645
-315
| -8% | -$18.3K | 0.2% | 51 |
|
|
2015
Q3 | $225K | Sell |
3,960
-530
| -12% | -$30.1K | 0.2% | 53 |
|
|
2015
Q2 | $238K | Buy |
4,490
+3,490
| +349% | +$185K | 0.16% | 58 |
|
|
2015
Q1 | $56K | Hold |
1,000
| – | – | 0.04% | 98 |
|
|
2014
Q4 | $61K | Hold |
1,000
| – | – | 0.04% | 102 |
|
|
2014
Q3 | $52K | Hold |
1,000
| – | – | 0.04% | 105 |
|
|
2014
Q2 | $56K | Buy |
+1,000
| New | +$56K | 0.04% | 102 |
|