MinichMacGregor 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 Q1	–	Sell	-176	Closed	-$16.8K	–	107
2022 Q4	$16.8K	Buy	+176	New	+$16K	0.01%	344
2019 Q1	–	Sell	-3,287	Closed	-$231K	–	50
2018 Q4	$231K	Buy	3,287 +3,216	+4,530%	+$241K	0.16%	86
2018 Q3	$5K	Hold	71	–	–	﹤0.01%	379
2018 Q2	$4K	Buy	71 +1	+1%	+$67	﹤0.01%	395
2018 Q1	$4K	Sell	70 -16	-19%	-$1.08K	﹤0.01%	381
2017 Q4	$6K	Hold	86	–	–	﹤0.01%	347
2017 Q3	$6K	Buy	86 +1	+1%	+$71	0.01%	328
2017 Q2	$5K	Buy	85 +17	+25%	+$1.18K	﹤0.01%	344
2017 Q1	$4K	Buy	68 +1	+1%	+$65	﹤0.01%	347
2016 Q4	$4K	Buy	67 +1	+2%	+$62	﹤0.01%	345
2016 Q3	$4K	Hold	66	–	–	﹤0.01%	340
2016 Q2	$4K	Buy	66 +1	+2%	+$65	﹤0.01%	331
2016 Q1	$4K	Buy	65 +2	+3%	+$124	﹤0.01%	319
2015 Q4	$3K	Buy	+63	New	+$3.57K	﹤0.01%	307