YorkBridge Wealth Partners’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 | – | Sell |
-365
| Closed | -$32K | – | 181 |
|
|
2019
Q2 | $32K | Hold |
365
| – | – | 0.01% | 414 |
|
|
2019
Q1 | $31K | Hold |
365
| – | – | 0.01% | 407 |
|
|
2018
Q4 | $27K | Hold |
365
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $26K | Sell |
365
-90
| -20% | -$6.41K | 0.01% | 455 |
|
|
2018
Q2 | $32K | Hold |
455
| – | – | 0.01% | 418 |
|
|
2018
Q1 | $30K | Hold |
455
| – | – | 0.01% | 428 |
|
|
2017
Q4 | $30K | Buy |
455
+200
| +78% | +$13.2K | 0.01% | 428 |
|
|
2017
Q3 | $18K | Sell |
255
-200
| -44% | -$14.1K | 0.01% | 546 |
|
|
2017
Q2 | $31K | Hold |
455
| – | – | 0.02% | 434 |
|
|
2017
Q1 | $31K | Hold |
455
| – | – | 0.02% | 429 |
|
|
2016
Q4 | $27K | Buy |
+455
| New | +$27K | 0.02% | 425 |
|