Meritage Portfolio Management’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
Q3 | – | Sell |
-9,832
| Closed | -$512K | – | 351 |
|
|
2023
Q2 | $512K | Buy |
9,832
+1,595
| +19% | +$83.1K | 0.04% | 241 |
|
|
2023
Q1 | $301K | Sell |
8,237
-285
| -3% | -$10.4K | 0.02% | 260 |
|
|
2022
Q4 | $389K | Buy |
8,522
+299
| +4% | +$13.6K | 0.03% | 230 |
|
|
2022
Q3 | $307K | Buy |
8,223
+28
| +0.3% | +$1.05K | 0.03% | 251 |
|
|
2022
Q2 | $300K | Buy |
8,195
+191
| +2% | +$6.99K | 0.02% | 245 |
|
|
2022
Q1 | $319K | Buy |
8,004
+657
| +9% | +$26.2K | 0.02% | 263 |
|
|
2021
Q4 | $286K | Buy |
7,347
+376
| +5% | +$14.6K | 0.02% | 269 |
|
|
2021
Q3 | $206K | Buy |
+6,971
| New | +$206K | 0.01% | 307 |
|