Independent Solutions Wealth Management’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,505	Closed	-$592K	–	219
2023 Q1	$592K	Sell	6,505 -84	-1%	-$7.64K	0.17%	108
2022 Q4	$626K	Sell	6,589 -342	-5%	-$32.5K	0.19%	104
2022 Q3	$599K	Buy	6,931 +2,400	+53%	+$207K	0.2%	102
2022 Q2	$435K	Buy	+4,531	New	+$435K	0.14%	126