TruWealth 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 Q2	–	Sell	-96,259	Closed	-$8.76M	–	149
2023 Q1	$8.76M	Buy	96,259 +2,559	+3%	+$233K	0.8%	38
2022 Q4	$8.9M	Buy	93,700 +11,074	+13%	+$1.05M	0.87%	34
2022 Q3	$7.14M	Buy	+82,626	New	+$7.14M	0.76%	36