Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-9	Closed	-$1K	–	43
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	120
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	128
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	159
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	156
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	151
2021 Q2	$1K	Buy	+9	New	+$775	﹤0.01%	167
2019 Q1	–	Sell	-350	Closed	-$26K	–	128
2018 Q4	$26K	Hold	350	–	–	0.02%	65
2018 Q3	$25K	Hold	350	–	–	0.02%	75
2018 Q2	$24K	Hold	350	–	–	0.02%	73
2018 Q1	$24K	Hold	350	–	–	0.02%	74
2017 Q4	$26K	Hold	350	–	–	0.02%	85
2017 Q3	$25K	Hold	350	–	–	0.01%	110
2017 Q2	$24K	Hold	350	–	–	0.01%	116
2017 Q1	$23K	Hold	350	–	–	0.01%	135
2016 Q4	$22K	Sell	350 -950	-73%	-$58.6K	0.01%	132
2016 Q3	$83K	Sell	1,300 -450	-26%	-$30.3K	0.03%	83
2016 Q2	$123K	Sell	1,750 -1,821	-51%	-$119K	0.06%	89
2016 Q1	$237K	Sell	3,571 -1,629	-31%	-$101K	0.16%	72
2015 Q4	$300K	Buy	+5,200	New	+$295K	0.34%	67
2013 Q3	$48K	Hold	1,100	–	–	0.13%	120
2013 Q2	$49K	Buy	+1,100	New	+$52.8K	0.2%	87