NewEdge Advisors’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 |
-73
| Closed | -$4.1K | – | 4065 |
|
|
2024
Q1 | $4.1K | Hold |
73
| – | – | ﹤0.01% | 3202 |
|
|
2023
Q4 | $4.07K | Buy |
+73
| New | +$4.07K | ﹤0.01% | 3174 |
|
|
2022
Q4 | – | Sell |
-6,795
| Closed | -$253K | – | 4244 |
|
|
2022
Q3 | $253K | Hold |
6,795
| – | – | ﹤0.01% | 1281 |
|
|
2022
Q2 | $248K | Buy |
+6,795
| New | +$248K | ﹤0.01% | 1297 |
|
|
2022
Q1 | – | Sell |
-6,963
| Closed | -$271K | – | 1704 |
|
|
2021
Q4 | $271K | Buy |
+6,963
| New | +$271K | ﹤0.01% | 1374 |
|
|
2019
Q1 | – | Sell |
-8,050
| Closed | -$217 | – | 716 |
|
|
2018
Q4 | $217 | Buy |
+8,050
| New | +$217 | 0.01% | 571 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$2.19K | – | 1184 |
|
|
2017
Q2 | $2.19K | Buy |
+80
| New | +$2.19K | ﹤0.01% | 1291 |
|