Pinnacle Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $640K | Buy |
+7,557
| New | +$640K | 0.03% | 139 |
|
|
2019
Q3 | – | Sell |
-2,425
| Closed | -$213K | – | 154 |
|
|
2019
Q2 | $213K | Hold |
2,425
| – | – | 0.01% | 157 |
|
|
2019
Q1 | $203K | Buy |
+2,425
| New | +$203K | 0.01% | 158 |
|
|
2018
Q2 | – | Sell |
-7,692
| Closed | -$528K | – | 145 |
|
|
2018
Q1 | $528K | Sell |
7,692
-450
| -6% | -$30.9K | 0.03% | 117 |
|
|
2017
Q4 | $599K | Hold |
8,142
| – | – | 0.03% | 120 |
|
|
2017
Q3 | $572K | Hold |
8,142
| – | – | 0.04% | 110 |
|
|
2017
Q2 | $566K | Sell |
8,142
-273
| -3% | -$19K | 0.04% | 107 |
|
|
2017
Q1 | $565K | Sell |
8,415
-780
| -8% | -$52.4K | 0.04% | 105 |
|
|
2016
Q4 | $579K | Buy |
9,195
+208
| +2% | +$13.1K | 0.04% | 99 |
|
|
2016
Q3 | $557K | Sell |
8,987
-500
| -5% | -$31K | 0.05% | 65 |
|
|
2016
Q2 | $664K | Hold |
9,487
| – | – | 0.05% | 57 |
|
|
2016
Q1 | $629K | Buy |
+9,487
| New | +$629K | 0.06% | 50 |
|
|
2015
Q4 | – | Sell |
-8,987
| Closed | -$511K | – | 113 |
|
|
2015
Q3 | $511K | Buy |
+8,987
| New | +$511K | 0.05% | 52 |
|
|
2015
Q2 | – | Sell |
-7,697
| Closed | -$432K | – | 112 |
|
|
2015
Q1 | $432K | Hold |
7,697
| – | – | 0.04% | 89 |
|
|
2014
Q4 | $467K | Hold |
7,697
| – | – | 0.04% | 88 |
|
|
2014
Q3 | $401K | Sell |
7,697
-19
| -0.2% | -$990 | 0.05% | 74 |
|
|
2014
Q2 | $430K | Buy |
+7,716
| New | +$430K | 0.05% | 76 |
|
|
2014
Q1 | – | Sell |
-5,566
| Closed | -$260K | – | 107 |
|
|
2013
Q4 | $260K | Sell |
5,566
-25
| -0.4% | -$1.17K | 0.03% | 73 |
|
|
2013
Q3 | $242K | Hold |
5,591
| – | – | 0.03% | 83 |
|
|
2013
Q2 | $250K | Buy |
+5,591
| New | +$250K | 0.03% | 67 |
|