Creative Planning’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
Q2 | – | Sell |
-15,497
| Closed | -$871K | – | 3115 |
|
|
2024
Q1 | $871K | Buy |
15,497
+6,768
| +78% | +$380K | ﹤0.01% | 1417 |
|
|
2023
Q4 | $487K | Buy |
8,729
+2,126
| +32% | +$119K | ﹤0.01% | 1727 |
|
|
2023
Q3 | $354K | Sell |
6,603
-2,734
| -29% | -$147K | ﹤0.01% | 1794 |
|
|
2023
Q2 | $487K | Buy |
9,337
+2,074
| +29% | +$108K | ﹤0.01% | 1561 |
|
|
2023
Q1 | $265K | Buy |
7,263
+842
| +13% | +$30.7K | ﹤0.01% | 1899 |
|
|
2022
Q4 | $293K | Buy |
+6,421
| New | +$293K | ﹤0.01% | 1735 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$129K | – | 2147 |
|
|
2021
Q2 | $129K | Buy |
+4,000
| New | +$129K | ﹤0.01% | 1835 |
|
|
2017
Q3 | – | Sell |
-2,209
| Closed | -$58K | – | 3762 |
|
|
2017
Q2 | $58K | Hold |
2,209
| – | – | ﹤0.01% | 2393 |
|
|
2017
Q1 | $52K | Hold |
2,209
| – | – | ﹤0.01% | 2434 |
|
|
2016
Q4 | $50K | Buy |
2,209
+209
| +10% | +$4.73K | ﹤0.01% | 2377 |
|
|
2016
Q3 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 2619 |
|
|
2016
Q2 | $29K | Buy |
+2,000
| New | +$29K | ﹤0.01% | 2502 |
|
|
2015
Q2 | – | Sell |
-130
| Closed | -$4K | – | 3030 |
|
|
2015
Q1 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 3594 |
|