Winfield Associates’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
Q1 | – | Sell |
-270
| Closed | -$20K | – | 134 |
|
|
2017
Q4 | $20K | Hold |
270
| – | – | 0.01% | 303 |
|
|
2017
Q3 | $19K | Hold |
270
| – | – | 0.01% | 301 |
|
|
2017
Q2 | $19K | Hold |
270
| – | – | 0.01% | 298 |
|
|
2017
Q1 | $18K | Hold |
270
| – | – | 0.01% | 279 |
|
|
2016
Q4 | $17K | Buy |
270
+90
| +50% | +$5.67K | 0.01% | 280 |
|
|
2016
Q3 | $12K | Sell |
180
-50
| -22% | -$3.33K | 0.01% | 317 |
|
|
2016
Q2 | $16K | Buy |
230
+50
| +28% | +$3.48K | 0.01% | 271 |
|
|
2016
Q1 | $12K | Buy |
+180
| New | +$12K | 0.01% | 291 |
|