SFWA
Summit Financial Wealth Advisors’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-20,335
| Closed | -$1.43M | – | 148 |
|
|
2016
Q2 | $1.43M | Buy |
20,335
+17,220
| +553% | +$1.21M | 0.6% | 45 |
|
|
2016
Q1 | $207K | Buy |
+3,115
| New | +$207K | 0.09% | 125 |
|
|
2015
Q3 | – | Sell |
-75
| Closed | -$3K | – | 218 |
|
|
2015
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 254 |
|
|
2015
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 215 |
|
|
2014
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 219 |
|