Liberty 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
2021 Q4	–	Sell	-1,370	Closed	-$114K	–	183
2021 Q3	$114K	Buy	1,370 +677	+98%	+$59.1K	0.04%	267
2021 Q2	$47K	Buy	693 +148	+27%	+$12.7K	0.02%	329
2021 Q1	$44K	Hold	545	–	–	0.02%	299
2020 Q4	$44K	Buy	545 +324	+147%	+$28.1K	0.02%	296
2020 Q3	$18K	Sell	221 -708	-76%	-$58.3K	0.01%	415
2020 Q2	$74K	Buy	929 +139	+18%	+$11.3K	0.05%	174
2020 Q1	$63K	Hold	790	–	–	0.06%	188
2019 Q4	$74K	Hold	790	–	–	0.06%	193
2019 Q3	$74K	Sell	790 -53	-6%	-$4.81K	0.07%	176
2019 Q2	$74K	Sell	843 -80	-9%	-$6.89K	0.06%	198
2019 Q1	$77K	Sell	923 -79	-8%	-$6.28K	0.06%	167
2018 Q4	$74K	Buy	+1,002	New	+$75.2K	0.06%	154