Carson Wealth (CWM LLC)’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 |
-467
| Closed | -$26K | – | 5068 |
|
|
2024
Q1 | $26K | Buy |
467
+261
| +127% | +$14.5K | ﹤0.01% | 2745 |
|
|
2023
Q4 | $11K | Sell |
206
-14
| -6% | -$748 | ﹤0.01% | 3156 |
|
|
2023
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 3063 |
|
|
2023
Q2 | $11K | Buy |
220
+109
| +98% | +$5.45K | ﹤0.01% | 3045 |
|
|
2023
Q1 | $4K | Sell |
111
-378
| -77% | -$13.6K | ﹤0.01% | 3448 |
|
|
2022
Q4 | $22K | Buy |
489
+94
| +24% | +$4.23K | ﹤0.01% | 2312 |
|
|
2022
Q3 | $15K | Buy |
395
+115
| +41% | +$4.37K | ﹤0.01% | 2439 |
|
|
2022
Q2 | $10K | Buy |
280
+244
| +678% | +$8.71K | ﹤0.01% | 2607 |
|
|
2022
Q1 | $1K | Buy |
36
+10
| +38% | +$278 | ﹤0.01% | 3434 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3398 |
|
|
2019
Q1 | – | Sell |
-158
| Closed | -$4K | – | 3304 |
|
|
2018
Q4 | $4K | Hold |
158
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q3 | $6K | Hold |
158
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q1 | $5K | Hold |
158
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q4 | $5K | Hold |
158
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q3 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 1104 |
|