Weatherstone Capital Management’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,344
| Closed | -$273K | – | 81 |
|
|
2016
Q4 | $273K | Hold |
4,344
| – | – | 0.18% | 61 |
|
|
2016
Q3 | $279K | Hold |
4,344
| – | – | 0.23% | 70 |
|
|
2016
Q2 | $304K | Hold |
4,344
| – | – | 0.26% | 61 |
|
|
2016
Q1 | $288K | Hold |
4,344
| – | – | 0.21% | 62 |
|
|
2015
Q4 | $253K | Hold |
4,344
| – | – | 0.29% | 63 |
|
|
2015
Q3 | $247K | Hold |
4,344
| – | – | 0.23% | 48 |
|
|
2015
Q2 | $230K | Hold |
4,344
| – | – | 0.2% | 67 |
|
|
2015
Q1 | $246K | Hold |
4,344
| – | – | 0.15% | 68 |
|
|
2014
Q4 | $268K | Hold |
4,344
| – | – | 0.16% | 57 |
|
|
2014
Q3 | $227K | Hold |
4,344
| – | – | 0.12% | 57 |
|
|
2014
Q2 | $242K | Sell |
4,344
-136
| -3% | -$7.58K | 0.06% | 68 |
|
|
2014
Q1 | $224K | Hold |
4,480
| – | – | 0.07% | 58 |
|
|
2013
Q4 | $209K | Buy |
+4,480
| New | +$209K | 0.05% | 70 |
|