TCI Wealth Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-743	Closed	-$27.1K	–	2419
2023 Q1	$27.1K	Sell	743 -69	-8%	-$2.52K	﹤0.01%	591
2022 Q4	$37K	Buy	812 +1	+0.1%	+$46	0.01%	487
2022 Q3	$30K	Buy	811 +39	+5%	+$1.44K	﹤0.01%	521
2022 Q2	$28K	Hold	772	–	–	﹤0.01%	542
2022 Q1	$31K	Buy	772 +35	+5%	+$1.41K	﹤0.01%	537
2021 Q4	$29K	Hold	737	–	–	﹤0.01%	556
2021 Q3	$22K	Buy	737 +55	+8%	+$1.64K	﹤0.01%	646
2021 Q2	$22K	Buy	682 +113	+20%	+$3.65K	﹤0.01%	576
2021 Q1	$18K	Buy	569 +148	+35%	+$4.68K	0.01%	598
2020 Q4	$12K	Hold	421	–	–	0.01%	589
2020 Q3	$9K	Hold	421	–	–	﹤0.01%	599
2020 Q2	$10K	Sell	421 -51	-11%	-$1.21K	﹤0.01%	574
2020 Q1	$9K	Sell	472 -27	-5%	-$515	﹤0.01%	595
2019 Q4	$15K	Hold	499	–	–	0.01%	618
2019 Q3	$12K	Hold	499	–	–	0.01%	603
2019 Q2	$14K	Hold	499	–	–	0.01%	551
2019 Q1	$13K	Hold	499	–	–	0.01%	580
2018 Q4	$14K	Hold	499	–	–	0.01%	549
2018 Q3	$18K	Hold	499	–	–	0.01%	518
2018 Q2	$18K	Hold	499	–	–	0.01%	510
2018 Q1	$15K	Hold	499	–	–	0.01%	548
2017 Q4	$15K	Hold	499	–	–	0.01%	556
2017 Q3	$15K	Hold	499	–	–	0.01%	523
2017 Q2	$13K	Hold	499	–	–	0.01%	549
2017 Q1	$12K	Hold	499	–	–	0.01%	553
2016 Q4	$11K	Hold	499	–	–	0.01%	614
2016 Q3	$9K	Hold	499	–	–	﹤0.01%	614
2016 Q2	$7K	Hold	499	–	–	﹤0.01%	663
2016 Q1	$8K	Hold	499	–	–	﹤0.01%	637
2015 Q4	$12K	Buy	+499	New	+$12K	0.01%	545