Counterpoint Mutual Funds’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,000
| Closed | -$109K | – | 508 |
|
2023
Q1 | $109K | Buy |
+3,000
| New | +$109K | 0.1% | 168 |
|
2022
Q4 | – | Sell |
-3,482
| Closed | -$130K | – | 446 |
|
2022
Q3 | $130K | Buy |
3,482
+195
| +6% | +$7.28K | 0.32% | 82 |
|
2022
Q2 | $120K | Buy |
3,287
+1,648
| +101% | +$60.2K | 0.08% | 162 |
|
2022
Q1 | $65K | Buy |
+1,639
| New | +$65K | 0.05% | 138 |
|