Whitnell & Co’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
Q2 | – | Sell |
-270
| Closed | -$19K | – | 371 |
|
|
2018
Q1 | $19K | Buy |
+270
| New | +$19K | 0.01% | 214 |
|
|
2014
Q1 | – | Sell |
-125
| Closed | -$6K | – | 266 |
|
|
2013
Q4 | $6K | Sell |
125
-250
| -67% | -$12K | ﹤0.01% | 242 |
|
|
2013
Q3 | $16K | Hold |
375
| – | – | 0.01% | 218 |
|
|
2013
Q2 | $17K | Buy |
+375
| New | +$17K | 0.01% | 239 |
|