Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-980
| Closed | -$66K | – | 396 |
|
|
2016
Q1 | $66K | Sell |
980
-1
| -0.1% | -$67 | 0.01% | 340 |
|
|
2015
Q4 | $58K | Hold |
981
| – | – | ﹤0.01% | 388 |
|
|
2015
Q3 | $56K | Hold |
981
| – | – | ﹤0.01% | 372 |
|
|
2015
Q2 | $52K | Sell |
981
-100
| -9% | -$5.3K | ﹤0.01% | 444 |
|
|
2015
Q1 | $61K | Buy |
1,081
+100
| +10% | +$5.64K | ﹤0.01% | 413 |
|
|
2014
Q4 | $60K | Hold |
981
| – | – | ﹤0.01% | 349 |
|
|
2014
Q3 | $52K | Hold |
981
| – | – | ﹤0.01% | 336 |
|
|
2014
Q2 | $54K | Buy |
981
+780
| +388% | +$42.9K | ﹤0.01% | 363 |
|
|
2014
Q1 | $11K | Hold |
201
| – | – | ﹤0.01% | 456 |
|
|
2013
Q4 | $10K | Buy |
201
+200
| +20,000% | +$9.95K | ﹤0.01% | 455 |
|
|
2013
Q3 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 552 |
|
|
2013
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 531 |
|