Rockefeller Financial Services’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
Q4 | $544K | Sell |
7,400
-150
| -2% | -$11K | 0.01% | 277 |
|
|
2017
Q3 | $530K | Buy |
+7,550
| New | +$530K | 0.01% | 260 |
|
|
2014
Q4 | – | Sell |
-110
| Closed | -$6K | – | 475 |
|
|
2014
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 458 |
|
|
2014
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 525 |
|
|
2014
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 484 |
|
|
2013
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 470 |
|
|
2013
Q3 | $5K | Hold |
110
| – | – | ﹤0.01% | 477 |
|
|
2013
Q2 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 476 |
|