Paulson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,053
| Closed | -$228K | – | 146 |
|
|
2024
Q1 | $228K | Sell |
4,053
-77
| -2% | -$4.33K | 0.07% | 133 |
|
|
2023
Q4 | $230K | Sell |
4,130
-1,520
| -27% | -$84.8K | 0.07% | 122 |
|
|
2023
Q3 | $303K | Buy |
5,650
+551
| +11% | +$29.6K | 0.11% | 101 |
|
|
2023
Q2 | $266K | Buy |
+5,099
| New | +$266K | 0.09% | 105 |
|
|
2018
Q1 | – | Sell |
-165
| Closed | -$5K | – | 548 |
|
|
2017
Q4 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 451 |
|