Shufro Rose & Co’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-8,401
| Closed | -$472K | – | 262 |
|
|
2015
Q1 | $472K | Hold |
8,401
| – | – | 0.05% | 169 |
|
|
2014
Q4 | $510K | Hold |
8,401
| – | – | 0.05% | 165 |
|
|
2014
Q3 | $438K | Hold |
8,401
| – | – | 0.05% | 171 |
|
|
2014
Q2 | $468K | Sell |
8,401
-300
| -3% | -$16.7K | 0.05% | 167 |
|
|
2014
Q1 | $440K | Hold |
8,701
| – | – | 0.05% | 172 |
|
|
2013
Q4 | $406K | Hold |
8,701
| – | – | 0.04% | 178 |
|
|
2013
Q3 | $377K | Hold |
8,701
| – | – | 0.04% | 169 |
|
|
2013
Q2 | $389K | Buy |
+8,701
| New | +$389K | 0.05% | 167 |
|