Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,556
| Closed | -$458K | – | 199 |
|
|
2023
Q1 | $458K | Buy |
+12,556
| New | +$458K | 0.18% | 92 |
|
|
2022
Q4 | – | Sell |
-9,778
| Closed | -$365K | – | 176 |
|
|
2022
Q3 | $365K | Buy |
+9,778
| New | +$365K | 0.16% | 82 |
|
|
2018
Q4 | – | Sell |
-1,145
| Closed | -$41K | – | 751 |
|
|
2018
Q3 | $41K | Buy |
+1,145
| New | +$41K | 0.02% | 399 |
|