Lineweaver 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 |
-7,289
| Closed | -$410K | – | 136 |
|
|
2024
Q1 | $410K | Hold |
7,289
| – | – | 0.1% | 106 |
|
|
2023
Q4 | $407K | Hold |
7,289
| – | – | 0.11% | 107 |
|
|
2023
Q3 | $391K | Hold |
7,289
| – | – | 0.11% | 105 |
|
|
2023
Q2 | $380K | Hold |
7,289
| – | – | 0.11% | 92 |
|
|
2023
Q1 | $266K | Hold |
7,289
| – | – | 0.08% | 109 |
|
|
2022
Q4 | $333K | Buy |
7,289
+64
| +0.9% | +$2.92K | 0.1% | 101 |
|
|
2022
Q3 | $269K | Hold |
7,225
| – | – | 0.09% | 110 |
|
|
2022
Q2 | $264K | Hold |
7,225
| – | – | 0.09% | 109 |
|
|
2022
Q1 | $288K | Buy |
7,225
+265
| +4% | +$10.6K | 0.08% | 115 |
|
|
2021
Q4 | $270K | Buy |
6,960
+65
| +0.9% | +$2.52K | 0.08% | 117 |
|
|
2021
Q3 | $203K | Buy |
+6,895
| New | +$203K | 0.06% | 133 |
|