Diversified Portfolios Inc’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 Q3	–	Sell	-2,100	Closed	-$201K	–	133
2022 Q2	$201K	Sell	2,100 -1,049	-33%	-$104K	0.06%	126
2022 Q1	$314K	Sell	3,149 -451	-13%	-$41.2K	0.08%	108
2021 Q4	$320K	Buy	+3,600	New	+$304K	0.08%	106
2021 Q3	–	Sell	-2,415	Closed	-$204K	–	118
2021 Q2	$204K	Buy	2,415 +33	+1%	+$2.84K	0.08%	104
2021 Q1	$202K	Sell	2,382 -165	-6%	-$13.3K	0.07%	97
2020 Q4	$212K	Buy	+2,547	New	+$221K	0.08%	90
2020 Q3	–	Sell	-2,728	Closed	-$217K	–	74
2020 Q2	$217K	Sell	2,728 -721	-21%	-$58.9K	0.1%	59
2020 Q1	$276K	Sell	3,449 -549	-14%	-$51.9K	0.15%	42
2019 Q4	$378K	Buy	3,998 +1,184	+42%	+$109K	0.18%	40
2019 Q3	$264K	Buy	2,814 +331	+13%	+$30.1K	0.13%	47
2019 Q2	$219K	Sell	2,483 -33	-1%	-$2.84K	0.12%	49
2019 Q1	$211K	Buy	+2,516	New	+$200K	0.12%	52