Laidlaw 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 Q3	–	Sell	-2,589	Closed	-$218K	–	269
2023 Q2	$218K	Sell	2,589 -242	-9%	-$21.4K	0.04%	312
2023 Q1	$258K	Buy	2,831 +93	+3%	+$8.51K	0.05%	285
2022 Q4	$260K	Sell	2,738 -790	-22%	-$71.9K	0.06%	288
2022 Q3	$305K	Sell	3,528 -25	-0.7%	-$2.47K	0.07%	231
2022 Q2	$341K	Sell	3,553 -223	-6%	-$22.1K	0.07%	248
2022 Q1	$377K	Sell	3,776 -22	-0.6%	-$2.01K	0.06%	262
2021 Q4	$338K	Buy	+3,798	New	+$320K	0.05%	285
2021 Q3	–	Sell	-3,545	Closed	-$300K	–	250
2021 Q2	$300K	Buy	+3,545	New	+$305K	0.08%	196
2021 Q1	–	Sell	-3,748	Closed	-$312K	–	220
2020 Q4	$312K	Buy	3,748 +193	+5%	+$16.7K	0.07%	257
2020 Q3	$291K	Sell	3,555 -60	-2%	-$4.94K	0.13%	158
2020 Q2	$288K	Buy	3,615 +121	+3%	+$9.88K	0.15%	135
2020 Q1	$279K	Buy	3,494 +464	+15%	+$43.9K	0.18%	117
2019 Q4	$286K	Buy	+3,030	New	+$280K	0.18%	131