Mariner Wealth Advisors (Cincinnati)’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $484K | Sell |
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|
2018
Q2 | $491K | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $440K | Buy |
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|
2017
Q2 | $328K | Sell |
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|
2017
Q1 | $520K | Buy |
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|
2016
Q4 | $485K | Sell |
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|
2016
Q3 | $577K | Sell |
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|
2016
Q2 | $771K | Buy |
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|
2016
Q1 | $693K | Buy |
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|
2015
Q4 | $523K | Buy |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $569K | Sell |
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|
2014
Q3 | $494K | Hold |
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|
2014
Q2 | $528K | Sell |
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|
2014
Q1 | $486K | Buy |
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|
2013
Q4 | $443K | Buy |
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|
2013
Q3 | $410K | Sell |
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|
2013
Q2 | $470K | Buy |
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