JFS 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 |
-44
| Closed | -$2.47K | – | 2062 |
|
|
2024
Q1 | $2.47K | Hold |
44
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q4 | $2.46K | Hold |
44
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q3 | $2.36K | Hold |
44
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q2 | $2.29K | Hold |
44
| – | – | ﹤0.01% | 1334 |
|
|
2023
Q1 | $1.61K | Sell |
44
-47
| -52% | -$1.72K | ﹤0.01% | 1444 |
|
|
2022
Q4 | $4.15K | Sell |
91
-13
| -13% | -$593 | ﹤0.01% | 1067 |
|
|
2022
Q3 | $4K | Sell |
104
-26
| -20% | -$1K | ﹤0.01% | 1120 |
|
|
2022
Q2 | $5K | Buy |
130
+44
| +51% | +$1.69K | ﹤0.01% | 1031 |
|
|
2022
Q1 | $3K | Buy |
86
+51
| +146% | +$1.78K | ﹤0.01% | 1345 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1648 |
|