GW Henssler & Associates’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 |
-5,224
| Closed | -$272K | – | 275 |
|
2023
Q2 | $272K | Sell |
5,224
-1,400
| -21% | -$73K | 0.02% | 154 |
|
2023
Q1 | $242K | Buy |
6,624
+80
| +1% | +$2.92K | 0.02% | 198 |
|
2022
Q4 | $299K | Hold |
6,544
| – | – | 0.02% | 166 |
|
2022
Q3 | $244K | Buy |
6,544
+992
| +18% | +$37K | 0.02% | 178 |
|
2022
Q2 | $203K | Buy |
+5,552
| New | +$203K | 0.02% | 214 |
|