AE WEALTH MANAGEMENT LLC – Transaction History
AE WEALTH MANAGEMENT LLC portfolio value:
24.28M
portfolio value
AE WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -37.87% | -393.07K shares | -16.16M | 644.79K | |
| Q2 2022 | share | Increase | +58.89% | 384.64K shares | 11.44M | 1.03M | |
| Q1 2022 | share | Increase | +4.13% | 25.88K shares | 1.18M | 653.21K | |
| Q4 2021 | share | Increase | +11.95% | 66.97K shares | 4.60M | 627.33K | |
| Q3 2021 | share | Increase | +16.72% | 80.28K shares | 3.08M | 560.35K | |
| Q2 2021 | share | Increase | +14.31% | 60.08K shares | 3.16M | 480.06K | |
| Q1 2021 | share | Increase | +12.72% | 47.38K shares | 4.00M | 419.98K | |
| Q4 2020 | share | Increase | +13.90% | 45.48K shares | 3.51M | 372.60K | |
| Q3 2020 | share | Decrease | -21.92% | -91.84K shares | -2.41M | 327.11K | |
| Q2 2020 | share | Increase | +105.60% | 215.18K shares | 6.95M | 418.96K | |
| Q1 2020 | share | Decrease | -42.14% | -148.42K shares | -8.47M | 203.77K | |
| Q4 2019 | share | Increase | +142.35% | 206.87K shares | 8.12M | 352.19K | |
| Q3 2019 | share | Increase | +137.32% | 84.09K shares | 3.06M | 145.32K | |
| Q2 2019 | share | Increase | +103.51% | 31.14K shares | 1.14M | 61.23K | |
| Q1 2019 | share | Increase | 0.00% | 30.09K shares | 1.07M | 30.09K | |
| Q4 2018 | share | Decrease | -100.00% | -6.86K shares | -253K | 0 | |
| Q3 2018 | share | Increase | 0.00% | 6.86K shares | 253K | 6.86K | |
| Q1 2018 | share | Decrease | -100.00% | -7.53K shares | -266K | 0 | |
| Q4 2017 | share | Increase | 0.00% | 7.53K shares | 266K | 7.53K |