EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-861
| Closed | -$48.3K | – | 3182 |
|
|
2024
Q1 | $48.3K | Buy |
861
+1
| +0.1% | +$56 | ﹤0.01% | 996 |
|
|
2023
Q4 | $48K | Hold |
860
| – | – | ﹤0.01% | 916 |
|
|
2023
Q3 | $46.1K | Hold |
860
| – | – | ﹤0.01% | 839 |
|
|
2023
Q2 | $44.8K | Buy |
860
+353
| +70% | +$18.4K | ﹤0.01% | 879 |
|
|
2023
Q1 | $18.5K | Sell |
507
-183
| -27% | -$6.68K | ﹤0.01% | 1108 |
|
|
2022
Q4 | $31.5K | Hold |
690
| – | – | ﹤0.01% | 933 |
|
|
2022
Q3 | $26K | Hold |
690
| – | – | 0.01% | 826 |
|
|
2022
Q2 | $26K | Hold |
690
| – | – | 0.01% | 767 |
|
|
2022
Q1 | $27K | Hold |
690
| – | – | 0.01% | 609 |
|
|
2021
Q4 | $27K | Buy |
+690
| New | +$27K | 0.01% | 576 |
|