Cypress Asset 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 Q3	–	Sell	-3,300	Closed	-$278K	–	113
2023 Q2	$278K	Sell	3,300 -75	-2%	-$6.62K	0.09%	111
2023 Q1	$307K	Buy	3,375 +50	+2%	+$4.57K	0.11%	110
2022 Q4	$316K	Hold	3,325	–	–	0.11%	107
2022 Q3	$287K	Hold	3,325	–	–	0.11%	110
2022 Q2	$319K	Hold	3,325	–	–	0.11%	106
2022 Q1	$332K	Hold	3,325	–	–	0.1%	114
2021 Q4	$296K	Sell	3,325 -150	-4%	-$12.7K	0.07%	127
2021 Q3	$282K	Sell	3,475 -50	-1%	-$4.37K	0.07%	126
2021 Q2	$298K	Sell	3,525 -70	-2%	-$6.03K	0.08%	124
2021 Q1	$304K	Sell	3,595 -405	-10%	-$32.6K	0.08%	122
2020 Q4	$333K	Buy	+4,000	New	+$347K	0.09%	125
2017 Q2	–	Sell	-3,710	Closed	-$249K	–	194
2017 Q1	$249K	Sell	3,710 -250	-6%	-$16.2K	0.05%	191
2016 Q4	$249K	Hold	3,960	–	–	0.05%	189
2016 Q3	$254K	Hold	3,960	–	–	0.05%	184
2016 Q2	$278K	Sell	3,960 -115	-3%	-$7.53K	0.06%	172
2016 Q1	$271K	Sell	4,075 -25	-0.6%	-$1.55K	0.06%	171
2015 Q4	$239K	Hold	4,100	–	–	0.05%	174
2015 Q3	$233K	Sell	4,100 -50	-1%	-$2.77K	0.05%	177
2015 Q2	$220K	Hold	4,150	–	–	0.04%	188
2015 Q1	$233K	Buy	+4,150	New	+$246K	0.04%	181