Mariner Wealth Advisors (Cincinnati)’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
Q3 | $484K | Sell |
6,834
-259
| -4% | -$18.3K | 0.03% | 198 |
|
|
2018
Q2 | $491K | Sell |
7,093
-8,500
| -55% | -$588K | 0.03% | 198 |
|
|
2018
Q1 | $1.07M | Buy |
15,593
+10,411
| +201% | +$714K | 0.07% | 126 |
|
|
2017
Q4 | $381K | Sell |
5,182
-1,083
| -17% | -$79.6K | 0.02% | 208 |
|
|
2017
Q3 | $440K | Buy |
6,265
+1,537
| +33% | +$108K | 0.03% | 182 |
|
|
2017
Q2 | $328K | Sell |
4,728
-3,016
| -39% | -$209K | 0.02% | 206 |
|
|
2017
Q1 | $520K | Buy |
7,744
+37
| +0.5% | +$2.49K | 0.04% | 160 |
|
|
2016
Q4 | $485K | Sell |
7,707
-1,275
| -14% | -$80.2K | 0.04% | 162 |
|
|
2016
Q3 | $577K | Sell |
8,982
-2,024
| -18% | -$130K | 0.05% | 150 |
|
|
2016
Q2 | $771K | Buy |
11,006
+574
| +6% | +$40.2K | 0.07% | 131 |
|
|
2016
Q1 | $693K | Buy |
10,432
+1,450
| +16% | +$96.3K | 0.07% | 128 |
|
|
2015
Q4 | $523K | Buy |
+8,982
| New | +$523K | 0.05% | 143 |
|
|
2015
Q1 | $515K | Sell |
9,163
-200
| -2% | -$11.2K | 0.07% | 105 |
|
|
2014
Q4 | $569K | Sell |
9,363
-100
| -1% | -$6.08K | 0.08% | 100 |
|
|
2014
Q3 | $494K | Hold |
9,463
| – | – | 0.08% | 108 |
|
|
2014
Q2 | $528K | Sell |
9,463
-122
| -1% | -$6.81K | 0.08% | 94 |
|
|
2014
Q1 | $486K | Buy |
9,585
+97
| +1% | +$4.92K | 0.08% | 94 |
|
|
2013
Q4 | $443K | Buy |
9,488
+25
| +0.3% | +$1.17K | 0.07% | 98 |
|
|
2013
Q3 | $410K | Sell |
9,463
-1,025
| -10% | -$44.4K | 0.08% | 89 |
|
|
2013
Q2 | $470K | Buy |
+10,488
| New | +$470K | 0.09% | 80 |
|