Capital Advisors Wealth Management’s American Equity Investment Life Holding Company AEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,928
| Closed | -$1.74M | – | 172 |
|
|
2024
Q1 | $1.74M | Hold |
30,928
| – | – | 0.36% | 46 |
|
|
2023
Q4 | $1.73M | Sell |
30,928
-1,800
| -5% | -$100K | 0.39% | 42 |
|
|
2023
Q3 | $1.76M | Hold |
32,728
| – | – | 0.46% | 41 |
|
|
2023
Q2 | $1.71M | Hold |
32,728
| – | – | 0.44% | 44 |
|
|
2023
Q1 | $1.19M | Hold |
32,728
| – | – | 0.33% | 53 |
|
|
2022
Q4 | $1.49M | Buy |
32,728
+292
| +0.9% | +$13.3K | 0.45% | 37 |
|
|
2022
Q3 | $1.21M | Hold |
32,436
| – | – | 0.4% | 42 |
|
|
2022
Q2 | $1.19M | Hold |
32,436
| – | – | 0.39% | 40 |
|
|
2022
Q1 | $1.3M | Hold |
32,436
| – | – | 0.4% | 43 |
|
|
2021
Q4 | $1.26M | Hold |
32,436
| – | – | 0.38% | 43 |
|
|
2021
Q3 | $959K | Hold |
32,436
| – | – | 0.34% | 44 |
|
|
2021
Q2 | $1.05M | Hold |
32,436
| – | – | 0.39% | 41 |
|
|
2021
Q1 | $1.02M | Buy |
+32,436
| New | +$1.02M | 0.44% | 40 |
|