Mirabella Financial Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,088
| Closed | -$271K | – | 157 |
|
2024
Q2 | $271K | Buy |
+3,088
| New | +$271K | 0.02% | 343 |
|
2023
Q4 | – | Sell |
-16,805
| Closed | -$1.26M | – | 417 |
|
2023
Q3 | $1.26M | Sell |
16,805
-22,471
| -57% | -$1.69M | 0.18% | 129 |
|
2023
Q2 | $3.31M | Buy |
+39,276
| New | +$3.31M | 0.36% | 78 |
|
2022
Q4 | – | Sell |
-2,767
| Closed | -$246K | – | 382 |
|
2022
Q3 | $246K | Buy |
+2,767
| New | +$246K | 0.03% | 255 |
|
2022
Q1 | – | Sell |
-47,780
| Closed | -$4.25M | – | 518 |
|
2021
Q4 | $4.25M | Buy |
47,780
+40,131
| +525% | +$3.57M | 0.43% | 58 |
|
2021
Q3 | $621K | Sell |
7,649
-52,411
| -87% | -$4.26M | 0.08% | 211 |
|
2021
Q2 | $5.08M | Buy |
60,060
+44,940
| +297% | +$3.8M | 0.91% | 23 |
|
2021
Q1 | $1.28M | Buy |
+15,120
| New | +$1.28M | 0.4% | 73 |
|
2020
Q4 | – | Sell |
-94,814
| Closed | -$7.75M | – | 299 |
|
2020
Q3 | $7.75M | Buy |
+94,814
| New | +$7.75M | 1.06% | 5 |
|