WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $142K | Buy |
2,039
+543
| +36% | +$37.8K | 0.03% | 447 |
|
|
2017
Q1 | $100K | Sell |
1,496
-269
| -15% | -$18K | 0.03% | 477 |
|
|
2016
Q4 | $111K | Sell |
1,765
-824
| -32% | -$51.8K | 0.03% | 498 |
|
|
2016
Q3 | $166K | Buy |
2,589
+15
| +0.6% | +$962 | 0.04% | 408 |
|
|
2016
Q2 | $180K | Buy |
2,574
+88
| +4% | +$6.15K | 0.05% | 369 |
|
|
2016
Q1 | $165K | Buy |
2,486
+162
| +7% | +$10.8K | 0.05% | 346 |
|
|
2015
Q4 | $135K | Sell |
2,324
-21
| -0.9% | -$1.22K | 0.04% | 391 |
|
|
2015
Q3 | $133K | Sell |
2,345
-261
| -10% | -$14.8K | 0.04% | 391 |
|
|
2015
Q2 | $138K | Buy |
2,606
+1,003
| +63% | +$53.1K | 0.04% | 442 |
|
|
2015
Q1 | $90K | Sell |
1,603
-281
| -15% | -$15.8K | 0.03% | 563 |
|
|
2014
Q4 | $114K | Sell |
1,884
-149
| -7% | -$9.02K | 0.02% | 595 |
|
|
2014
Q3 | $106K | Buy |
2,033
+7
| +0.3% | +$365 | 0.02% | 642 |
|
|
2014
Q2 | $113K | Buy |
2,026
+381
| +23% | +$21.3K | 0.02% | 615 |
|
|
2014
Q1 | $83K | Sell |
1,645
-6,825
| -81% | -$344K | 0.02% | 711 |
|
|
2013
Q4 | $396K | Buy |
8,470
+260
| +3% | +$12.2K | 0.06% | 354 |
|
|
2013
Q3 | $356K | Buy |
8,210
+428
| +5% | +$18.6K | 0.06% | 353 |
|
|
2013
Q2 | $348K | Buy |
+7,782
| New | +$348K | 0.06% | 335 |
|