Rand Wealth’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $302K | Hold |
4,265
| – | – | 0.03% | 198 |
|
|
2018
Q2 | $295K | Hold |
4,265
| – | – | 0.03% | 202 |
|
|
2018
Q1 | $293K | Sell |
4,265
-550
| -11% | -$37.8K | 0.03% | 197 |
|
|
2017
Q4 | $354K | Buy |
4,815
+1,035
| +27% | +$76.1K | 0.04% | 189 |
|
|
2017
Q3 | $266K | Hold |
3,780
| – | – | 0.03% | 200 |
|
|
2017
Q2 | $263K | Sell |
3,780
-560
| -13% | -$39K | 0.04% | 191 |
|
|
2017
Q1 | $291K | Hold |
4,340
| – | – | 0.04% | 190 |
|
|
2016
Q4 | $273K | Sell |
4,340
-30
| -0.7% | -$1.89K | 0.03% | 195 |
|
|
2016
Q3 | $281K | Hold |
4,370
| – | – | 0.04% | 201 |
|
|
2016
Q2 | $306K | Hold |
4,370
| – | – | 0.04% | 193 |
|
|
2016
Q1 | $290K | Buy |
4,370
+470
| +12% | +$31.2K | 0.04% | 193 |
|
|
2015
Q4 | $227K | Sell |
3,900
-70
| -2% | -$4.07K | 0.03% | 203 |
|
|
2015
Q3 | $226K | Hold |
3,970
| – | – | 0.03% | 202 |
|
|
2015
Q2 | $210K | Buy |
3,970
+70
| +2% | +$3.7K | 0.03% | 204 |
|
|
2015
Q1 | $219K | Hold |
3,900
| – | – | 0.03% | 204 |
|
|
2014
Q4 | $252K | Hold |
3,900
| – | – | 0.03% | 199 |
|
|
2014
Q3 | $204K | Hold |
3,900
| – | – | 0.03% | 202 |
|
|
2014
Q2 | $218K | Buy |
+3,900
| New | +$218K | 0.03% | 202 |
|