Stillwater Capital Advisors’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
Q3 | – | Sell |
-97,192
| Closed | -$5.15M | – | 68 |
|
|
2015
Q2 | $5.15M | Sell |
97,192
-189
| -0.2% | -$10K | 1.49% | 30 |
|
|
2015
Q1 | $5.48M | Buy |
97,381
+403
| +0.4% | +$22.7K | 1.66% | 29 |
|
|
2014
Q4 | $5.89M | Buy |
96,978
+1,406
| +1% | +$85.4K | 1.77% | 29 |
|
|
2014
Q3 | $4.99M | Sell |
95,572
-1,328
| -1% | -$69.3K | 1.67% | 27 |
|
|
2014
Q2 | $5.4M | Sell |
96,900
-4,511
| -4% | -$252K | 1.84% | 27 |
|
|
2014
Q1 | $5.14M | Sell |
101,411
-3,033
| -3% | -$154K | 1.87% | 27 |
|
|
2013
Q4 | $4.88M | Buy |
104,444
+30,404
| +41% | +$1.42M | 1.89% | 26 |
|
|
2013
Q3 | $3.21M | Sell |
74,040
-5,225
| -7% | -$227K | 1.9% | 26 |
|
|
2013
Q2 | $3.55M | Buy |
+79,265
| New | +$3.55M | 2.19% | 25 |
|