Selective 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
2022 Q4	–	Sell	-1,798	Closed	-$155K	–	140
2022 Q3	$155K	Buy	1,798 +14	+0.8%	+$1.38K	0.07%	155
2022 Q2	$171K	Sell	1,784 -55	-3%	-$5.45K	0.06%	157
2022 Q1	$183K	Sell	1,839 -200	-10%	-$18.3K	0.07%	146
2021 Q4	$181K	Buy	2,039 +150	+8%	+$12.7K	0.07%	133
2021 Q3	$153K	Buy	1,889 +300	+19%	+$26.2K	0.08%	129
2021 Q2	$134K	Buy	1,589 +200	+14%	+$17.2K	0.11%	91
2021 Q1	$118K	Buy	1,389 +1,350	+3,462%	+$109K	0.11%	69
2020 Q4	$3K	Hold	39	–	–	﹤0.01%	313
2020 Q3	$3K	Hold	39	–	–	﹤0.01%	263
2020 Q2	$3K	Hold	39	–	–	﹤0.01%	334
2020 Q1	$3K	Hold	39	–	–	0.01%	235
2019 Q4	$4K	Hold	39	–	–	﹤0.01%	233
2019 Q3	$4K	Buy	+39	New	+$3.54K	0.01%	231
2018 Q3	$3K	Buy	+39	New	+$2.77K	0.04%	128