Capital Advisors Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.74M | Hold |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.76M | Hold |
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|
2023
Q2 | $1.71M | Hold |
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|
2023
Q1 | $1.19M | Hold |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.29M | Hold |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $959K | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $1.02M | Buy |
|