West Financial 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
2024 Q1	–	Sell	-120	Closed	-$9.75K	–	155
2023 Q4	$9.75K	Hold	120	–	–	﹤0.01%	123
2023 Q3	$9.03K	Hold	120	–	–	﹤0.01%	132
2023 Q2	$10.1K	Hold	120	–	–	﹤0.01%	126
2023 Q1	$10.9K	Hold	120	–	–	﹤0.01%	118
2022 Q4	$11.4K	Hold	120	–	–	﹤0.01%	117
2022 Q3	$10K	Hold	120	–	–	﹤0.01%	141
2022 Q2	$12K	Hold	120	–	–	﹤0.01%	129
2022 Q1	$12K	Hold	120	–	–	﹤0.01%	132
2021 Q4	$11K	Hold	120	–	–	﹤0.01%	149
2021 Q3	$10K	Hold	120	–	–	﹤0.01%	128
2021 Q2	$10K	Hold	120	–	–	﹤0.01%	122
2021 Q1	$10K	Hold	120	–	–	﹤0.01%	123
2020 Q4	$10K	Buy	+120	New	+$10.4K	﹤0.01%	121