YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,345
| Closed | -$266K | – | 263 |
|
|
2020
Q2 | $266K | Buy |
+3,345
| New | +$266K | 0.04% | 158 |
|
|
2017
Q1 | – | Sell |
-3,200
| Closed | -$201K | – | 178 |
|
|
2016
Q4 | $201K | Sell |
3,200
-1,845
| -37% | -$116K | 0.04% | 172 |
|
|
2016
Q3 | $324K | Hold |
5,045
| – | – | 0.08% | 137 |
|
|
2016
Q2 | $354K | Hold |
5,045
| – | – | 0.08% | 133 |
|
|
2016
Q1 | $335K | Sell |
5,045
-98
| -2% | -$6.51K | 0.09% | 127 |
|
|
2015
Q4 | $300K | Buy |
5,143
+98
| +2% | +$5.72K | 0.07% | 138 |
|
|
2015
Q3 | $287K | Buy |
+5,045
| New | +$287K | 0.07% | 137 |
|