US 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
Q1 | – | Sell |
-90
| Closed | -$5K | – | 469 |
|
2015
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 374 |
|
2015
Q3 | – | Sell |
-711
| Closed | -$38K | – | 554 |
|
2015
Q2 | $38K | Hold |
711
| – | – | 0.04% | 123 |
|
2015
Q1 | $40K | Hold |
711
| – | – | 0.04% | 128 |
|
2014
Q4 | $43K | Buy |
+711
| New | +$43K | 0.04% | 118 |
|