Regent Peak Wealth Advisors’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	-2,616	Closed	-$220K	–	152
2023 Q2	$220K	Sell	2,616 -62	-2%	-$5.48K	0.06%	138
2023 Q1	$244K	Sell	2,678 -122	-4%	-$11.2K	0.08%	126
2022 Q4	$266K	Sell	2,800 -68	-2%	-$6.19K	0.09%	124
2022 Q3	$248K	Buy	2,868 +199	+7%	+$19.7K	0.09%	127
2022 Q2	$256K	Buy	2,669 +16	+0.6%	+$1.59K	0.08%	128
2022 Q1	$265K	Buy	2,653 +24	+0.9%	+$2.19K	0.08%	136
2021 Q4	$234K	Buy	2,629 +24	+0.9%	+$2.02K	0.06%	151
2021 Q3	$211K	Buy	2,605 +16	+0.6%	+$1.4K	0.06%	158
2021 Q2	$228K	Buy	+2,589	New	+$223K	0.06%	154
2021 Q1	–	Sell	-2,263	Closed	-$188K	–	169
2020 Q4	$188K	Buy	+2,263	New	+$196K	0.06%	144
2020 Q1	–	Sell	-3,270	Closed	-$309K	–	111
2019 Q4	$309K	Buy	+3,270	New	+$302K	0.14%	94