Wealthfront’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.92M | Buy |
27,055
+2,244
| +9% | +$159K | 0.02% | 129 |
|
|
2018
Q2 | $1.72M | Sell |
24,811
-15,496
| -38% | -$1.07M | 0.02% | 144 |
|
|
2018
Q1 | $2.77M | Buy |
40,307
+7,747
| +24% | +$531K | 0.03% | 101 |
|
|
2017
Q4 | $2.4M | Buy |
32,560
+20,274
| +165% | +$1.49M | 0.03% | 99 |
|
|
2017
Q3 | $863K | Buy |
12,286
+577
| +5% | +$40.5K | 0.01% | 224 |
|
|
2017
Q2 | $813K | Buy |
11,709
+2,073
| +22% | +$144K | 0.01% | 182 |
|
|
2017
Q1 | $647K | Buy |
9,636
+1,685
| +21% | +$113K | 0.01% | 180 |
|
|
2016
Q4 | $501K | Buy |
7,951
+482
| +6% | +$30.4K | 0.01% | 200 |
|
|
2016
Q3 | $480K | Sell |
7,469
-20
| -0.3% | -$1.29K | 0.01% | 186 |
|
|
2016
Q2 | $525K | Buy |
7,489
+546
| +8% | +$38.3K | 0.01% | 164 |
|
|
2016
Q1 | $461K | Buy |
6,943
+2,084
| +43% | +$138K | 0.01% | 163 |
|
|
2015
Q4 | $283K | Sell |
4,859
-571
| -11% | -$33.3K | 0.01% | 224 |
|
|
2015
Q3 | $309K | Buy |
5,430
+1,411
| +35% | +$80.3K | 0.01% | 194 |
|
|
2015
Q2 | $213K | Sell |
4,019
-327
| -8% | -$17.3K | 0.01% | 253 |
|
|
2015
Q1 | $244K | Buy |
4,346
+899
| +26% | +$50.5K | 0.01% | 205 |
|
|
2014
Q4 | $209K | Buy |
3,447
+575
| +20% | +$34.9K | 0.01% | 202 |
|
|
2014
Q3 | $150K | Buy |
2,872
+1,148
| +67% | +$60K | 0.01% | 204 |
|
|
2014
Q2 | $93K | Buy |
1,724
+651
| +61% | +$35.1K | 0.01% | 238 |
|
|
2014
Q1 | $54K | Buy |
+1,073
| New | +$54K | 0.01% | 244 |
|