MWM
Mascoma Wealth Management’s American Electric Power AEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3K | Hold |
600
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $65.6K | Hold |
600
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $55.3K | Hold |
600
| – | – | 0.01% | 186 |
|
|
2024
Q3 | $61.6K | Hold |
600
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $52.6K | Buy |
+600
| New | +$52.6K | 0.01% | 185 |
|
|
2023
Q2 | – | Sell |
-104
| Closed | -$9.61K | – | 486 |
|
|
2023
Q1 | $9.61K | Buy |
104
+102
| +5,100% | +$9.43K | ﹤0.01% | 410 |
|
|
2022
Q4 | $190 | Hold |
2
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 600 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 440 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 110 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 434 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 85 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 391 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 371 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 393 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 391 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 370 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 395 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 406 |
|