Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10327 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 10090 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 9856 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$729 | – | 9610 |
|
|
2023
Q2 | $729 | Sell |
14
-11
| -44% | -$573 | ﹤0.01% | 2176 |
|
|
2023
Q1 | $912 | Hold |
25
| – | – | ﹤0.01% | 2178 |
|
|
2022
Q4 | $1.14K | Buy |
+25
| New | +$1.14K | ﹤0.01% | 2140 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$1K | – | 8848 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2163 |
|
|
2022
Q1 | $1K | Sell |
30
-7
| -19% | -$233 | ﹤0.01% | 2143 |
|
|
2021
Q4 | $1K | Sell |
37
-6
| -14% | -$162 | ﹤0.01% | 2344 |
|
|
2021
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 2373 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 2332 |
|
|
2021
Q1 | $1K | Buy |
43
+8
| +23% | +$186 | ﹤0.01% | 2304 |
|
|
2020
Q4 | $1K | Sell |
35
-109
| -76% | -$3.11K | ﹤0.01% | 2253 |
|
|
2020
Q3 | $3K | Hold |
144
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q2 | $4K | Sell |
144
-70
| -33% | -$1.94K | ﹤0.01% | 1781 |
|
|
2020
Q1 | $4K | Buy |
+214
| New | +$4K | ﹤0.01% | 1758 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6221 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6067 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$1K | – | 6059 |
|
|
2019
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 2209 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5855 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5701 |
|