CAM
AEL
Congress Asset Management’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
Q4 | – | Sell |
-21,767
| Closed | -$1.17M | – | 391 |
|
|
2023
Q3 | $1.17M | Sell |
21,767
-28,860
| -57% | -$1.55M | 0.01% | 304 |
|
|
2023
Q2 | $2.64M | Buy |
50,627
+663
| +1% | +$34.5K | 0.02% | 264 |
|
|
2023
Q1 | $1.82M | Buy |
49,964
+4,998
| +11% | +$182K | 0.02% | 289 |
|
|
2022
Q4 | $2.05M | Buy |
44,966
+555
| +1% | +$25.3K | 0.02% | 284 |
|
|
2022
Q3 | $1.66M | Buy |
44,411
+552
| +1% | +$20.6K | 0.02% | 282 |
|
|
2022
Q2 | $1.6M | Buy |
43,859
+330
| +0.8% | +$12.1K | 0.02% | 294 |
|
|
2022
Q1 | $1.74M | Buy |
43,529
+3,242
| +8% | +$129K | 0.01% | 293 |
|
|
2021
Q4 | $1.57M | Buy |
40,287
+12
| +0% | +$467 | 0.01% | 302 |
|
|
2021
Q3 | $1.19M | Buy |
40,275
+12
| +0% | +$355 | 0.01% | 297 |
|
|
2021
Q2 | $1.3M | Buy |
40,263
+5,609
| +16% | +$181K | 0.01% | 298 |
|
|
2021
Q1 | $1.09M | Buy |
34,654
+3,540
| +11% | +$112K | 0.01% | 293 |
|
|
2020
Q4 | $861K | Buy |
31,114
+515
| +2% | +$14.3K | 0.01% | 287 |
|
|
2020
Q3 | $673K | Hold |
30,599
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $756K | Buy |
30,599
+750
| +3% | +$18.5K | 0.01% | 267 |
|
|
2020
Q1 | $561K | Hold |
29,849
| – | – | 0.01% | 282 |
|
|
2019
Q4 | $893K | Sell |
29,849
-8,285
| -22% | -$248K | 0.01% | 286 |
|
|
2019
Q3 | $923K | Sell |
38,134
-3,830
| -9% | -$92.7K | 0.01% | 291 |
|
|
2019
Q2 | $1.14M | Hold |
41,964
| – | – | 0.01% | 291 |
|
|
2019
Q1 | $1.13M | Sell |
41,964
-708
| -2% | -$19.1K | 0.01% | 291 |
|
|
2018
Q4 | $1.19M | Buy |
42,672
+1,220
| +3% | +$34.1K | 0.02% | 298 |
|
|
2018
Q3 | $1.47M | Buy |
41,452
+4,435
| +12% | +$157K | 0.02% | 291 |
|
|
2018
Q2 | $1.33M | Sell |
37,017
-1,120
| -3% | -$40.3K | 0.02% | 291 |
|
|
2018
Q1 | $1.12M | Buy |
38,137
+711
| +2% | +$20.9K | 0.02% | 306 |
|
|
2017
Q4 | $1.15M | Sell |
37,426
-660
| -2% | -$20.3K | 0.02% | 300 |
|
|
2017
Q3 | $1.11M | Buy |
+38,086
| New | +$1.11M | 0.02% | 313 |
|