Stralem & 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $4.17M | Sell |
52,408
-616
| -1% | -$49.1K | 2.66% | 20 |
|
2020
Q1 | $4.24M | Sell |
53,024
-8,092
| -13% | -$647K | 3.15% | 15 |
|
2019
Q4 | $5.78M | Sell |
61,116
-6,755
| -10% | -$638K | 3.23% | 8 |
|
2019
Q3 | $6.36M | Sell |
67,871
-3,549
| -5% | -$333K | 3.67% | 3 |
|
2019
Q2 | $6.29M | Sell |
71,420
-14,200
| -17% | -$1.25M | 3.42% | 9 |
|
2019
Q1 | $7.17M | Sell |
85,620
-10,845
| -11% | -$908K | 3.28% | 9 |
|
2018
Q4 | $7.21M | Sell |
96,465
-55,275
| -36% | -$4.13M | 3.44% | 4 |
|
2018
Q3 | $10.8M | Buy |
151,740
+175
| +0.1% | +$12.4K | 3.19% | 11 |
|
2018
Q2 | $10.5M | Buy |
+151,565
| New | +$10.5M | 3.1% | 14 |
|