Balasa Dinverno & Foltz’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$212K	Buy	2,456 +272	+12%	+$23.5K	0.01%	319
2022 Q2	$210K	Buy	2,184 +82	+4%	+$7.89K	0.01%	320
2022 Q1	$210K	Buy	+2,102	New	+$210K	0.01%	332
2020 Q3	–	Sell	-2,810	Closed	-$224K	–	259
2020 Q2	$224K	Buy	+2,810	New	+$224K	0.02%	211