Winthrop Partners - WNY’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $29.7K | Hold |
317
| – | – | 0.02% | 206 |
|
|
2019
Q2 | $27.9K | Hold |
317
| – | – | 0.02% | 170 |
|
|
2019
Q1 | $26.3K | Sell |
317
-317
| -50% | -$26.3K | 0.02% | 171 |
|
|
2018
Q4 | $47.4K | Hold |
634
| – | – | 0.04% | 148 |
|
|
2018
Q3 | $44.9K | Sell |
634
-533
| -46% | -$37.8K | 0.04% | 178 |
|
|
2018
Q2 | $80.8K | Sell |
1,167
-60
| -5% | -$4.16K | 0.07% | 153 |
|
|
2018
Q1 | $84.3K | Buy |
+1,227
| New | +$84.3K | 0.06% | 174 |
|