Legacy Bridge’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	-3,000	Closed	-$169K	–	326
2024 Q1	$169K	Hold	3,000	–	–	0.1%	145
2023 Q4	$167K	Hold	3,000	–	–	0.11%	141
2023 Q3	$161K	Sell	3,000 -880	-23%	-$47.2K	0.11%	143
2023 Q2	$202K	Hold	3,880	–	–	0.14%	140
2023 Q1	$142K	Sell	3,880 -750	-16%	-$27.4K	0.1%	152
2022 Q4	$211K	Hold	4,630	–	–	0.15%	136
2022 Q3	$173K	Hold	4,630	–	–	0.14%	137
2022 Q2	$169K	Sell	4,630 -2,000	-30%	-$73K	0.12%	145
2022 Q1	$265K	Sell	6,630 -3,370	-34%	-$135K	0.15%	142
2021 Q4	$389K	Hold	10,000	–	–	0.2%	126
2021 Q3	$296K	Hold	10,000	–	–	0.17%	134
2021 Q2	$323K	Hold	10,000	–	–	0.18%	130
2021 Q1	$315K	Hold	10,000	–	–	0.2%	121
2020 Q4	$277K	Hold	10,000	–	–	0.2%	119
2020 Q3	$220K	Hold	10,000	–	–	0.2%	118
2020 Q2	$247K	Hold	10,000	–	–	0.27%	108
2020 Q1	$188K	Sell	10,000 -3,000	-23%	-$56.4K	0.24%	116
2019 Q4	$389K	Sell	13,000 -5,000	-28%	-$150K	0.32%	104
2019 Q3	$436K	Hold	18,000	–	–	0.42%	87
2019 Q2	$489K	Hold	18,000	–	–	0.47%	78
2019 Q1	$486K	Hold	18,000	–	–	0.5%	73
2018 Q4	$503K	Buy	+18,000	New	+$503K	0.62%	59