Wealthstreet Investment 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
2022 Q1	$6K	Hold	63	–	–	0.16%	63
2021 Q4	$6K	Hold	63	–	–	0.15%	64
2021 Q3	$5K	Sell	63 -976	-94%	-$85.2K	0.14%	63
2021 Q2	$88K	Sell	1,039 -3,950	-79%	-$340K	0.46%	52
2021 Q1	$423K	Hold	4,989	–	–	0.04%	272
2020 Q4	$415K	Sell	4,989 -935	-16%	-$81.1K	0.04%	262
2020 Q3	$484K	Sell	5,924 -287	-5%	-$23.6K	0.05%	225
2020 Q2	$495K	Buy	6,211 +210	+3%	+$17.1K	0.06%	216
2020 Q1	$479K	Buy	6,001 +125	+2%	+$11.8K	0.07%	198
2019 Q4	$555K	Hold	5,876	–	–	0.06%	225
2019 Q3	$548K	Buy	5,876 +419	+8%	+$38.1K	0.07%	208
2019 Q2	$481K	Buy	5,457 +299	+6%	+$25.8K	0.06%	227
2019 Q1	$432K	Buy	5,158 +1,208	+31%	+$96.1K	0.06%	245
2018 Q4	$304K	Hold	3,950	–	–	0.04%	269
2018 Q3	$280K	Hold	3,950	–	–	0.03%	299
2018 Q2	$274K	Sell	3,950 -850	-18%	-$57.2K	0.04%	296
2018 Q1	$329K	Sell	4,800 -250	-5%	-$16.8K	0.04%	272
2017 Q4	$372K	Buy	+5,050	New	+$377K	0.05%	261