FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$1.83K | – | 1355 |
|
|
2023
Q2 | $1.83K | Hold |
40
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q1 | $1.83K | Hold |
40
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q4 | $1.83K | Sell |
40
-142
| -78% | -$6.48K | ﹤0.01% | 1019 |
|
|
2022
Q3 | $7K | Sell |
182
-8
| -4% | -$308 | ﹤0.01% | 974 |
|
|
2022
Q2 | $7K | Hold |
190
| – | – | ﹤0.01% | 988 |
|
|
2022
Q1 | $8K | Sell |
190
-186
| -49% | -$7.83K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $15K | Hold |
376
| – | – | ﹤0.01% | 828 |
|
|
2021
Q3 | $11K | Hold |
376
| – | – | ﹤0.01% | 891 |
|
|
2021
Q2 | $12K | Sell |
376
-15
| -4% | -$479 | ﹤0.01% | 885 |
|
|
2021
Q1 | $12K | Hold |
391
| – | – | ﹤0.01% | 854 |
|
|
2020
Q4 | $11K | Buy |
391
+4
| +1% | +$113 | ﹤0.01% | 819 |
|
|
2020
Q3 | $9 | Buy |
387
+317
| +453% | +$7 | ﹤0.01% | 844 |
|
|
2020
Q2 | $2K | Sell |
70
-121
| -63% | -$3.46K | ﹤0.01% | 968 |
|
|
2020
Q1 | $4K | Hold |
191
| – | – | ﹤0.01% | 927 |
|
|
2019
Q4 | $6K | Hold |
191
| – | – | ﹤0.01% | 838 |
|
|
2019
Q3 | $5K | Buy |
191
+32
| +20% | +$838 | ﹤0.01% | 874 |
|
|
2019
Q2 | $4K | Hold |
159
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $4K | Hold |
159
| – | – | ﹤0.01% | 998 |
|
|
2018
Q4 | $4K | Buy |
+159
| New | +$4K | ﹤0.01% | 997 |
|