Gradient 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 |
-514
| Closed | -$16K | – | 1284 |
|
|
2021
Q1 | $16K | Hold |
514
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $11K | Hold |
514
| – | – | ﹤0.01% | 680 |
|
|
2020
Q3 | $11K | Hold |
514
| – | – | ﹤0.01% | 684 |
|
|
2020
Q2 | $13K | Sell |
514
-85
| -14% | -$2.15K | ﹤0.01% | 609 |
|
|
2020
Q1 | $11K | Sell |
599
-1,465
| -71% | -$26.9K | ﹤0.01% | 636 |
|
|
2019
Q4 | $62K | Sell |
2,064
-2,535
| -55% | -$76.1K | ﹤0.01% | 362 |
|
|
2019
Q3 | $111K | Buy |
4,599
+450
| +11% | +$10.9K | 0.01% | 293 |
|
|
2019
Q2 | $113K | Hold |
4,149
| – | – | 0.01% | 297 |
|
|
2019
Q1 | $112K | Hold |
4,149
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $116K | Buy |
4,149
+450
| +12% | +$12.6K | 0.01% | 256 |
|
|
2018
Q3 | $131K | Hold |
3,699
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $133K | Hold |
3,699
| – | – | 0.01% | 251 |
|
|
2018
Q1 | $109K | Buy |
3,699
+399
| +12% | +$11.8K | 0.01% | 269 |
|
|
2017
Q4 | $101K | Buy |
+3,300
| New | +$101K | 0.01% | 281 |
|
|
2016
Q3 | – | Sell |
-1,476
| Closed | -$21K | – | 792 |
|
|
2016
Q2 | $21K | Hold |
1,476
| – | – | ﹤0.01% | 339 |
|
|
2016
Q1 | $25K | Buy |
+1,476
| New | +$25K | ﹤0.01% | 335 |
|