Wills Financial Group’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 |
-13,735
| Closed | -$865K | – | 68 |
|
|
2016
Q4 | $865K | Sell |
13,735
-835
| -6% | -$52.6K | 0.7% | 40 |
|
|
2016
Q3 | $935K | Sell |
14,570
-2,658
| -15% | -$171K | 0.82% | 36 |
|
|
2016
Q2 | $1.21M | Buy |
17,228
+38
| +0.2% | +$2.66K | 1.01% | 35 |
|
|
2016
Q1 | $1.14M | Sell |
17,190
-279
| -2% | -$18.5K | 0.98% | 36 |
|
|
2015
Q4 | $1.02M | Sell |
17,469
-2,391
| -12% | -$139K | 0.89% | 38 |
|
|
2015
Q3 | $1.13M | Sell |
19,860
-141
| -0.7% | -$8.02K | 1.04% | 35 |
|
|
2015
Q2 | $1.06M | Sell |
20,001
-125
| -0.6% | -$6.62K | 0.9% | 36 |
|
|
2015
Q1 | $1.13M | Buy |
20,126
+60
| +0.3% | +$3.38K | 0.93% | 35 |
|
|
2014
Q4 | $1.22M | Buy |
20,066
+57
| +0.3% | +$3.46K | 0.99% | 31 |
|
|
2014
Q3 | $1.04M | Buy |
20,009
+959
| +5% | +$50K | 0.88% | 35 |
|
|
2014
Q2 | $1.06M | Buy |
19,050
+302
| +2% | +$16.8K | 0.88% | 37 |
|
|
2014
Q1 | $949K | Sell |
18,748
-164
| -0.9% | -$8.3K | 0.9% | 39 |
|
|
2013
Q4 | $883K | Buy |
+18,912
| New | +$883K | 0.91% | 39 |
|