Montag & Associates’s American Equity Investment Life Holding Company AEL Stock Holding History

Montag & Associates’s Portfolio AEL Stock Details AEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$781K	Hold
2022 Q2	$766K	Hold
2022 Q1	$835K	Sell
2021 Q4	$1.38M	Sell
2021 Q3	$1.64M	Sell
2021 Q2	$7.53M	Hold
2021 Q1	$7.34M	Hold
2020 Q4	$6.44M	Hold
2020 Q3	$5.12M	Buy