Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-241
| Closed | -$7K | – | 2225 |
|
|
2019
Q1 | $7K | Buy |
241
+25
| +12% | +$726 | ﹤0.01% | 1708 |
|
|
2018
Q4 | $6K | Sell |
216
-19
| -8% | -$528 | ﹤0.01% | 1687 |
|
|
2018
Q3 | $8K | Buy |
235
+17
| +8% | +$579 | ﹤0.01% | 1627 |
|
|
2018
Q2 | $8K | Hold |
218
| – | – | ﹤0.01% | 1635 |
|
|
2018
Q1 | $6K | Sell |
218
-35
| -14% | -$963 | ﹤0.01% | 1775 |
|
|
2017
Q4 | $8K | Buy |
253
+156
| +161% | +$4.93K | ﹤0.01% | 1695 |
|
|
2017
Q3 | $3K | Buy |
97
+39
| +67% | +$1.21K | ﹤0.01% | 1934 |
|
|
2017
Q2 | $2K | Sell |
58
-11
| -16% | -$379 | ﹤0.01% | 2025 |
|
|
2017
Q1 | $2K | Buy |
69
+13
| +23% | +$377 | ﹤0.01% | 1728 |
|
|
2016
Q4 | $1K | Buy |
56
+29
| +107% | +$518 | ﹤0.01% | 1697 |
|
|
2016
Q3 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1823 |
|
|
2016
Q1 | – | Sell |
-1,238
| Closed | -$30K | – | 1876 |
|
|
2015
Q4 | $30K | Buy |
+1,238
| New | +$30K | 0.01% | 841 |
|