FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-26,946
| Closed | -$816K | – | 522 |
|
|
2021
Q1 | $816K | Sell |
26,946
-4,687
| -15% | -$142K | 0.27% | 52 |
|
|
2020
Q4 | $875K | Buy |
31,633
+4,997
| +19% | +$138K | 0.02% | 339 |
|
|
2020
Q3 | $586K | Hold |
26,636
| – | – | 0.02% | 194 |
|
|
2020
Q2 | $658K | Hold |
26,636
| – | – | 0.03% | 164 |
|
|
2020
Q1 | $501K | Buy |
26,636
+2,500
| +10% | +$47K | 0.03% | 173 |
|
|
2019
Q4 | $722K | Buy |
24,136
+238
| +1% | +$7.12K | 0.03% | 208 |
|
|
2019
Q3 | $578K | Sell |
23,898
-1,294
| -5% | -$31.3K | 0.02% | 209 |
|
|
2019
Q2 | $684K | Buy |
25,192
+1,294
| +5% | +$35.1K | 0.03% | 172 |
|
|
2019
Q1 | $646K | Buy |
23,898
+8,198
| +52% | +$222K | 0.03% | 172 |
|
|
2018
Q4 | $555K | Hold |
15,700
| – | – | 0.02% | 195 |
|
|
2018
Q3 | $555K | Hold |
15,700
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $565K | Hold |
15,700
| – | – | 0.03% | 189 |
|
|
2018
Q1 | $461K | Hold |
15,700
| – | – | 0.03% | 181 |
|
|
2017
Q4 | $482K | Hold |
15,700
| – | – | 0.03% | 170 |
|
|
2017
Q3 | $457K | Hold |
15,700
| – | – | 0.04% | 148 |
|
|
2017
Q2 | $413K | Hold |
15,700
| – | – | 0.04% | 143 |
|
|
2017
Q1 | $371K | Buy |
15,700
+4,550
| +41% | +$108K | 0.04% | 137 |
|
|
2016
Q4 | $251K | Buy |
+11,150
| New | +$251K | 0.03% | 166 |
|