IFP 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
Q3 | – | Sell |
-21
| Closed | -$1.19K | – | 3482 |
|
|
2024
Q2 | $1.19K | Hold |
21
| – | – | ﹤0.01% | 2958 |
|
|
2024
Q1 | $1.18K | Buy |
+21
| New | +$1.18K | ﹤0.01% | 2827 |
|
|
2023
Q3 | – | Sell |
-423
| Closed | -$22.1K | – | 3602 |
|
|
2023
Q2 | $22.1K | Buy |
423
+96
| +29% | +$5K | ﹤0.01% | 1952 |
|
|
2023
Q1 | $3.73K | Sell |
327
-512
| -61% | -$5.83K | ﹤0.01% | 2684 |
|
|
2022
Q4 | $45K | Buy |
839
+53
| +7% | +$2.84K | ﹤0.01% | 2323 |
|
|
2022
Q3 | $42K | Buy |
786
+400
| +104% | +$21.4K | ﹤0.01% | 2516 |
|
|
2022
Q2 | $27K | Hold |
386
| – | – | ﹤0.01% | 2622 |
|
|
2022
Q1 | $27K | Buy |
386
+369
| +2,171% | +$25.8K | ﹤0.01% | 2622 |
|
|
2021
Q4 | $4K | Buy |
17
+9
| +113% | +$2.12K | ﹤0.01% | 2568 |
|
|
2021
Q3 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 2853 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4590 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4451 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4241 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4082 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3890 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3782 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3733 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3737 |
|
|
2019
Q1 | – | Sell |
-92
| Closed | -$3K | – | 3535 |
|
|
2018
Q4 | $3K | Sell |
92
-153
| -62% | -$4.99K | ﹤0.01% | 3033 |
|
|
2018
Q3 | $9K | Hold |
245
| – | – | ﹤0.01% | 2892 |
|
|
2018
Q2 | $9K | Buy |
245
+28
| +13% | +$1.03K | ﹤0.01% | 2944 |
|
|
2018
Q1 | $7K | Hold |
217
| – | – | ﹤0.01% | 3026 |
|
|
2017
Q4 | $7K | Sell |
217
-48
| -18% | -$1.55K | ﹤0.01% | 3023 |
|
|
2017
Q3 | $8K | Hold |
265
| – | – | ﹤0.01% | 3141 |
|
|
2017
Q2 | $7K | Hold |
265
| – | – | ﹤0.01% | 3218 |
|
|
2017
Q1 | $6K | Hold |
265
| – | – | ﹤0.01% | 3198 |
|
|
2016
Q4 | $6K | Buy |
265
+48
| +22% | +$1.09K | ﹤0.01% | 3197 |
|
|
2016
Q3 | $4K | Buy |
217
+115
| +113% | +$2.12K | ﹤0.01% | 3358 |
|
|
2016
Q2 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 3700 |
|
|
2016
Q1 | – | Sell |
-78
| Closed | -$2K | – | 3562 |
|
|
2015
Q4 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 3369 |
|