Pettee Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17,350
| Closed | -$471K | – | 118 |
|
|
2019
Q2 | $471K | Hold |
17,350
| – | – | 0.3% | 85 |
|
|
2019
Q1 | $469K | Hold |
17,350
| – | – | 0.3% | 93 |
|
|
2018
Q4 | $485K | Hold |
17,350
| – | – | 0.34% | 81 |
|
|
2018
Q3 | $613K | Hold |
17,350
| – | – | 0.36% | 81 |
|
|
2018
Q2 | $625K | Hold |
17,350
| – | – | 0.39% | 78 |
|
|
2018
Q1 | $509K | Buy |
+17,350
| New | +$509K | 0.32% | 90 |
|