Patten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$75K | – | 201 |
|
|
2018
Q4 | $75K | Hold |
1,000
| – | – | 0.04% | 240 |
|
|
2018
Q3 | $71K | Hold |
1,000
| – | – | 0.03% | 281 |
|
|
2018
Q2 | $69K | Hold |
1,000
| – | – | 0.03% | 282 |
|
|
2018
Q1 | $69K | Hold |
1,000
| – | – | 0.03% | 286 |
|
|
2017
Q4 | $74K | Hold |
1,000
| – | – | 0.03% | 289 |
|
|
2017
Q3 | $70K | Hold |
1,000
| – | – | 0.03% | 293 |
|
|
2017
Q2 | $71K | Sell |
1,000
-106
| -10% | -$7.53K | 0.03% | 289 |
|
|
2017
Q1 | $74K | Buy |
1,106
+106
| +11% | +$7.09K | 0.03% | 273 |
|
|
2016
Q4 | $63K | Hold |
1,000
| – | – | 0.03% | 285 |
|
|
2016
Q3 | $62.5K | Hold |
1,000
| – | – | 0.03% | 288 |
|
|
2016
Q2 | $70.1K | Hold |
1,000
| – | – | 0.03% | 270 |
|
|
2016
Q1 | $66.4K | Hold |
1,000
| – | – | 0.03% | 272 |
|
|
2015
Q4 | $58.3K | Hold |
1,000
| – | – | 0.03% | 289 |
|
|
2015
Q3 | $56.9K | Hold |
1,000
| – | – | 0.03% | 268 |
|
|
2015
Q2 | $53K | Buy |
+1,000
| New | +$53K | 0.03% | 284 |
|