Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,116
| Closed | -$96.5K | – | 1635 |
|
|
2022
Q4 | $96.5K | Sell |
2,116
-38
| -2% | -$1.73K | 0.04% | 254 |
|
|
2022
Q3 | $80.3K | Sell |
2,154
-162
| -7% | -$6.04K | 0.03% | 276 |
|
|
2022
Q2 | $84.7K | Sell |
2,316
-29
| -1% | -$1.06K | 0.03% | 264 |
|
|
2022
Q1 | $93.6K | Sell |
2,345
-23
| -1% | -$918 | 0.03% | 259 |
|
|
2021
Q4 | $92.2K | Buy |
2,368
+19
| +0.8% | +$739 | 0.03% | 277 |
|
|
2021
Q3 | $69.5K | Hold |
2,349
| – | – | 0.03% | 309 |
|
|
2021
Q2 | $75.9K | Hold |
2,349
| – | – | 0.03% | 297 |
|
|
2021
Q1 | $74.1K | Hold |
2,349
| – | – | 0.03% | 289 |
|
|
2020
Q4 | $65K | Sell |
2,349
-113
| -5% | -$3.13K | 0.03% | 297 |
|
|
2020
Q3 | $54.1K | Sell |
2,462
-26
| -1% | -$572 | 0.03% | 292 |
|
|
2020
Q2 | $61.5K | Sell |
2,488
-102
| -4% | -$2.52K | 0.03% | 259 |
|
|
2020
Q1 | $48.7K | Buy |
2,590
+1,105
| +74% | +$20.8K | 0.03% | 275 |
|
|
2019
Q4 | $44.4K | Buy |
1,485
+51
| +4% | +$1.53K | 0.02% | 337 |
|
|
2019
Q3 | $34.7K | Hold |
1,434
| – | – | 0.02% | 402 |
|
|
2019
Q2 | $38.9K | Hold |
1,434
| – | – | 0.02% | 368 |
|
|
2019
Q1 | $38.7K | Hold |
1,434
| – | – | 0.02% | 373 |
|
|
2018
Q4 | $40.1K | Hold |
1,434
| – | – | 0.03% | 318 |
|
|
2018
Q3 | $50.7K | Hold |
1,434
| – | – | 0.03% | 291 |
|
|
2018
Q2 | $51.6K | Hold |
1,434
| – | – | 0.04% | 276 |
|
|
2018
Q1 | $42.1K | Hold |
1,434
| – | – | 0.03% | 316 |
|
|
2017
Q4 | $44.1K | Hold |
1,434
| – | – | 0.03% | 306 |
|
|
2017
Q3 | $41.7K | Hold |
1,434
| – | – | 0.03% | 314 |
|
|
2017
Q2 | $37.7K | Hold |
1,434
| – | – | 0.03% | 318 |
|
|
2017
Q1 | $33.9K | Hold |
1,434
| – | – | 0.03% | 344 |
|
|
2016
Q4 | $32.3K | Hold |
1,434
| – | – | 0.03% | 356 |
|
|
2016
Q3 | $25.4K | Hold |
1,434
| – | – | 0.02% | 396 |
|
|
2016
Q2 | $20.4K | Buy |
1,434
+108
| +8% | +$1.54K | 0.02% | 440 |
|
|
2016
Q1 | $22.3K | Buy |
+1,326
| New | +$22.3K | 0.02% | 411 |
|