Oxler Private Wealth’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 Q4	–	Sell	-9,661	Closed	-$727K	–	75
2023 Q3	$727K	Buy	9,661 +104	+1%	+$8.46K	0.37%	57
2023 Q2	$805K	Buy	9,557 +94	+1%	+$8.3K	0.38%	54
2023 Q1	$861K	Buy	9,463 +87	+0.9%	+$7.96K	0.43%	52
2022 Q4	$890K	Buy	+9,376	New	+$853K	0.48%	52
2022 Q3	–	Sell	-9,226	Closed	-$885K	–	439
2022 Q2	$885K	Buy	9,226 +70	+0.8%	+$6.94K	0.43%	59
2022 Q1	$913K	Buy	9,156 +73	+0.8%	+$6.67K	0.41%	63
2021 Q4	$808K	Buy	9,083 +83	+0.9%	+$7K	0.33%	73
2021 Q3	$730K	Sell	9,000 -142	-2%	-$12.4K	0.32%	83
2021 Q2	$773K	Buy	9,142 +142	+2%	+$12.2K	0.34%	80
2021 Q1	$762K	Hold	9,000	–	–	0.39%	69
2020 Q4	$749K	Buy	+9,000	New	+$781K	0.42%	52