JIR
AEL
James Investment Research’s American Equity Investment Life Holding Company AEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,462
| Closed | -$532K | – | 338 |
|
|
2024
Q1 | $532K | Hold |
9,462
| – | – | 0.06% | 204 |
|
|
2023
Q4 | $528K | Hold |
9,462
| – | – | 0.07% | 197 |
|
|
2023
Q3 | $508K | Sell |
9,462
-6,659
| -41% | -$357K | 0.07% | 191 |
|
|
2023
Q2 | $840K | Hold |
16,121
| – | – | 0.11% | 143 |
|
|
2023
Q1 | $588K | Sell |
16,121
-2,065
| -11% | -$75.3K | 0.08% | 170 |
|
|
2022
Q4 | $830K | Hold |
18,186
| – | – | 0.12% | 136 |
|
|
2022
Q3 | $678K | Hold |
18,186
| – | – | 0.1% | 155 |
|
|
2022
Q2 | $665K | Buy |
18,186
+60
| +0.3% | +$2.19K | 0.09% | 154 |
|
|
2022
Q1 | $723K | Buy |
18,126
+46
| +0.3% | +$1.84K | 0.08% | 170 |
|
|
2021
Q4 | $704K | Hold |
18,080
| – | – | 0.06% | 179 |
|
|
2021
Q3 | $535K | Hold |
18,080
| – | – | 0.05% | 194 |
|
|
2021
Q2 | $584K | Hold |
18,080
| – | – | 0.05% | 200 |
|
|
2021
Q1 | $570K | Sell |
18,080
-1,550
| -8% | -$48.9K | 0.05% | 195 |
|
|
2020
Q4 | $543K | Sell |
19,630
-18,050
| -48% | -$499K | 0.05% | 196 |
|
|
2020
Q3 | $829K | Sell |
37,680
-3,227
| -8% | -$71K | 0.08% | 172 |
|
|
2020
Q2 | $1.01M | Buy |
40,907
+2,805
| +7% | +$69.3K | 0.09% | 154 |
|
|
2020
Q1 | $716K | Sell |
38,102
-2,251
| -6% | -$42.3K | 0.07% | 154 |
|
|
2019
Q4 | $1.21M | Buy |
40,353
+1,782
| +5% | +$53.3K | 0.08% | 170 |
|
|
2019
Q3 | $933K | Sell |
38,571
-16,175
| -30% | -$391K | 0.07% | 189 |
|
|
2019
Q2 | $1.49M | Sell |
54,746
-27,804
| -34% | -$755K | 0.11% | 143 |
|
|
2019
Q1 | $2.23M | Sell |
82,550
-17,903
| -18% | -$484K | 0.15% | 122 |
|
|
2018
Q4 | $2.81M | Sell |
100,453
-21,853
| -18% | -$611K | 0.17% | 120 |
|
|
2018
Q3 | $4.33M | Sell |
122,306
-7,382
| -6% | -$261K | 0.18% | 112 |
|
|
2018
Q2 | $4.67M | Buy |
129,688
+4,521
| +4% | +$163K | 0.18% | 118 |
|
|
2018
Q1 | $3.68M | Buy |
125,167
+27,902
| +29% | +$819K | 0.14% | 141 |
|
|
2017
Q4 | $2.99M | Buy |
97,265
+1,980
| +2% | +$60.8K | 0.1% | 165 |
|
|
2017
Q3 | $2.77M | Buy |
+95,285
| New | +$2.77M | 0.09% | 175 |
|