Affinity Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-22,882
| Closed | -$503K | – | 174 |
|
|
2020
Q3 | $503K | Hold |
22,882
| – | – | 0.22% | 108 |
|
|
2020
Q2 | $565K | Hold |
22,882
| – | – | 0.27% | 95 |
|
|
2020
Q1 | $430K | Buy |
22,882
+6,800
| +42% | +$128K | 0.22% | 91 |
|
|
2019
Q4 | $481K | Hold |
16,082
| – | – | 0.17% | 97 |
|
|
2019
Q3 | $389K | Buy |
16,082
+1,447
| +10% | +$35K | 0.12% | 104 |
|
|
2019
Q2 | $397K | Buy |
14,635
+856
| +6% | +$23.2K | 0.11% | 110 |
|
|
2019
Q1 | $372K | Sell |
13,779
-755
| -5% | -$20.4K | 0.08% | 113 |
|
|
2018
Q4 | $406K | Sell |
14,534
-588
| -4% | -$16.4K | 0.07% | 90 |
|
|
2018
Q3 | $535K | Buy |
15,122
+2,475
| +20% | +$87.6K | 0.07% | 92 |
|
|
2018
Q2 | $455K | Hold |
12,647
| – | – | 0.06% | 119 |
|
|
2018
Q1 | $371K | Buy |
12,647
+2,944
| +30% | +$86.4K | 0.04% | 133 |
|
|
2017
Q4 | $298K | Buy |
+9,703
| New | +$298K | 0.03% | 136 |
|