Baystate Wealth Management’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
2023 Q4	$163K	Sell	2,009 -58	-3%	-$4.5K	0.01%	219
2023 Q3	$156K	Buy	2,067 +2,064	+68,800%	+$168K	0.01%	217
2023 Q2	$257	Sell	3 -403	-99%	-$35.6K	﹤0.01%	1000
2023 Q1	$37K	Buy	406 +4	+1%	+$366	﹤0.01%	375
2022 Q4	$38K	Hold	402	–	–	﹤0.01%	369
2022 Q3	$35K	Hold	402	–	–	﹤0.01%	356
2022 Q2	$39K	Buy	402 +1	+0.2%	+$99	﹤0.01%	345
2022 Q1	$40K	Buy	401 +3	+0.8%	+$274	﹤0.01%	354
2021 Q4	$35K	Buy	398 +36	+10%	+$3.04K	﹤0.01%	374
2021 Q3	$29K	Hold	362	–	–	﹤0.01%	361
2021 Q2	$31K	Hold	362	–	–	﹤0.01%	330
2021 Q1	$31K	Sell	362 -29	-7%	-$2.34K	﹤0.01%	311
2020 Q4	$33K	Sell	391 -47	-11%	-$4.08K	﹤0.01%	292
2020 Q3	$36K	Buy	438 +1	+0.2%	+$82	﹤0.01%	255
2020 Q2	$35K	Hold	437	–	–	﹤0.01%	249
2020 Q1	$35K	Sell	437 -91	-17%	-$8.6K	﹤0.01%	223
2019 Q4	$50K	Buy	528 +1	+0.2%	+$92	0.01%	228
2019 Q3	$49K	Buy	527 +92	+21%	+$8.36K	0.01%	205
2019 Q2	$38K	Buy	435 +1	+0.2%	+$86	0.01%	245
2019 Q1	$37K	Buy	434 +3	+0.7%	+$239	﹤0.01%	246
2018 Q4	$33K	Buy	431 +4	+0.9%	+$300	﹤0.01%	250
2018 Q3	$31K	Buy	427 +3	+0.7%	+$213	0.01%	253
2018 Q2	$30K	Buy	424 +4	+1%	+$269	﹤0.01%	247
2018 Q1	$29K	Hold	420	–	–	﹤0.01%	248
2017 Q4	$29K	Buy	420 +70	+20%	+$5.23K	﹤0.01%	252
2017 Q3	$25K	Sell	350 -30	-8%	-$2.14K	﹤0.01%	255
2017 Q2	$26K	Hold	380	–	–	﹤0.01%	243
2017 Q1	$26K	Buy	380 +30	+9%	+$1.94K	0.01%	240
2016 Q4	$22K	Buy	+350	New	+$21.6K	﹤0.01%	218