Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,934
| Closed | -$781K | – | 995 |
|
|
2022
Q3 | $781K | Hold |
20,934
| – | – | 0.05% | 224 |
|
|
2022
Q2 | $766K | Hold |
20,934
| – | – | 0.05% | 231 |
|
|
2022
Q1 | $835K | Sell |
20,934
-14,467
| -41% | -$577K | 0.04% | 242 |
|
|
2021
Q4 | $1.38M | Sell |
35,401
-20,000
| -36% | -$779K | 0.07% | 210 |
|
|
2021
Q3 | $1.64M | Sell |
55,401
-177,474
| -76% | -$5.25M | 0.09% | 184 |
|
|
2021
Q2 | $7.53M | Hold |
232,875
| – | – | 0.4% | 69 |
|
|
2021
Q1 | $7.34M | Hold |
232,875
| – | – | 0.41% | 69 |
|
|
2020
Q4 | $6.44M | Hold |
232,875
| – | – | 0.4% | 69 |
|
|
2020
Q3 | $5.12M | Buy |
+232,875
| New | +$5.12M | 0.41% | 70 |
|