Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $206K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $295K | Buy |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $332K | Buy |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $269K | Sell |
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|
2018
Q2 | $265K | Hold |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $296K | Sell |
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|
2017
Q3 | $423K | Buy |
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|
2017
Q2 | $398K | Sell |
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|
2017
Q1 | $403K | Buy |
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|
2016
Q4 | $377K | Sell |
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|
2016
Q3 | $386K | Buy |
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|
2016
Q2 | $406K | Buy |
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|
2016
Q1 | $383K | Sell |
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|
2015
Q4 | $415K | Buy |
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