Carolina Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,021
| Closed | -$28K | – | 348 |
|
|
2020
Q4 | $28K | Hold |
1,021
| – | – | 0.02% | 102 |
|
|
2020
Q3 | $22K | Sell |
1,021
-178
| -15% | -$3.84K | 0.02% | 97 |
|
|
2020
Q2 | $30K | Hold |
1,199
| – | – | 0.03% | 70 |
|
|
2020
Q1 | $23K | Buy |
1,199
+470
| +64% | +$9.02K | 0.03% | 68 |
|
|
2019
Q4 | $22K | Buy |
+729
| New | +$22K | 0.02% | 95 |
|