Financial Gravity Asset 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 | – | Hold |
0
| – | – | – | 2616 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2105 |
|
|
2023
Q3 | – | Sell |
-52
| Closed | -$279 | – | 1826 |
|
|
2023
Q2 | $279 | Buy |
+52
| New | +$279 | ﹤0.01% | 1078 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$164 | – | 1743 |
|
|
2022
Q4 | $164 | Buy |
+46
| New | +$164 | ﹤0.01% | 1024 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 954 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 786 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | -$200 | – | 988 |
|
|
2020
Q1 | $200 | Buy |
11
+2
| +22% | +$36 | ﹤0.01% | 728 |
|
|
2019
Q4 | $30K | Sell |
9
-3
| -25% | -$10K | 0.02% | 867 |
|
|
2019
Q3 | $0 | Buy |
12
+1
| +9% | – | ﹤0.01% | 1656 |
|
|
2019
Q2 | $0 | Sell |
11
-2
| -15% | – | ﹤0.01% | 1746 |
|
|
2019
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1597 |
|
|
2018
Q3 | $2K | Sell |
80
-6
| -7% | -$150 | ﹤0.01% | 1023 |
|
|
2018
Q2 | $3K | Sell |
86
-28
| -25% | -$977 | ﹤0.01% | 928 |
|
|
2018
Q1 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 897 |
|