Trinity Financial Advisors’s American Electric Power AEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,601	Closed	-$303K	–	74
2023 Q2	$303K	Buy	3,601 +689	+24%	+$58K	0.16%	56
2023 Q1	$265K	Buy	+2,912	New	+$265K	0.16%	55
2022 Q4	–	Sell	-9,269	Closed	-$801K	–	64
2022 Q3	$801K	Buy	+9,269	New	+$801K	0.58%	23