Transform Wealth’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-15,209	Closed	-$958K	–	212
2016 Q4	$958K	Buy	15,209 +1,887	+14%	+$119K	0.38%	91
2016 Q3	$855K	Sell	13,322 -2,021	-13%	-$130K	0.37%	88
2016 Q2	$1.08M	Buy	+15,343	New	+$1.08M	0.45%	73