AE Wealth Management’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
Q1 | – | Sell |
-9,946
| Closed | -$552K | – | 2063 |
|
|
2023
Q4 | $552K | Sell |
9,946
-263
| -3% | -$14.6K | ﹤0.01% | 1381 |
|
|
2023
Q3 | $548K | Sell |
10,209
-1,945
| -16% | -$104K | ﹤0.01% | 1329 |
|
|
2023
Q2 | $633K | Sell |
12,154
-146
| -1% | -$7.61K | ﹤0.01% | 1267 |
|
|
2023
Q1 | $449K | Buy |
12,300
+59
| +0.5% | +$2.15K | ﹤0.01% | 1393 |
|
|
2022
Q4 | $558K | Buy |
12,241
+60
| +0.5% | +$2.74K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $454K | Buy |
12,181
+38
| +0.3% | +$1.42K | ﹤0.01% | 1306 |
|
|
2022
Q2 | $444K | Buy |
12,143
+3,611
| +42% | +$132K | ﹤0.01% | 1261 |
|
|
2022
Q1 | $341K | Buy |
8,532
+2,763
| +48% | +$110K | ﹤0.01% | 1369 |
|
|
2021
Q4 | $225K | Sell |
5,769
-3,290
| -36% | -$128K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $268K | Buy |
9,059
+2,859
| +46% | +$84.6K | ﹤0.01% | 1404 |
|
|
2021
Q2 | $200K | Sell |
6,200
-725
| -10% | -$23.4K | ﹤0.01% | 1498 |
|
|
2021
Q1 | $218K | Buy |
+6,925
| New | +$218K | ﹤0.01% | 1372 |
|
|
2020
Q4 | – | Sell |
-18,471
| Closed | -$406K | – | 1425 |
|
|
2020
Q3 | $406K | Sell |
18,471
-6,365
| -26% | -$140K | 0.01% | 939 |
|
|
2020
Q2 | $614K | Buy |
24,836
+6,734
| +37% | +$166K | 0.01% | 781 |
|
|
2020
Q1 | $340K | Sell |
18,102
-32
| -0.2% | -$601 | 0.01% | 841 |
|
|
2019
Q4 | $543K | Buy |
18,134
+2,462
| +16% | +$73.7K | 0.01% | 714 |
|
|
2019
Q3 | $379K | Sell |
15,672
-79
| -0.5% | -$1.91K | 0.01% | 693 |
|
|
2019
Q2 | $428K | Buy |
15,751
+1,933
| +14% | +$52.5K | 0.01% | 627 |
|
|
2019
Q1 | $373K | Buy |
+13,818
| New | +$373K | 0.03% | 412 |
|
|
2018
Q4 | – | Sell |
-11,307
| Closed | -$400K | – | 604 |
|
|
2018
Q3 | $400K | Buy |
11,307
+1,818
| +19% | +$64.3K | 0.02% | 379 |
|
|
2018
Q2 | $342K | Sell |
9,489
-759
| -7% | -$27.4K | 0.02% | 313 |
|
|
2018
Q1 | $301K | Buy |
+10,248
| New | +$301K | 0.02% | 326 |
|