Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,861
| Closed | -$222K | – | 764 |
|
|
2022
Q4 | $222K | Buy |
+4,861
| New | +$222K | 0.02% | 590 |
|
|
2022
Q2 | – | Sell |
-5,232
| Closed | -$209K | – | 801 |
|
|
2022
Q1 | $209K | Hold |
5,232
| – | – | 0.01% | 744 |
|
|
2021
Q4 | $204K | Buy |
+5,232
| New | +$204K | 0.01% | 790 |
|
|
2020
Q1 | – | Sell |
-8,135
| Closed | -$243K | – | 843 |
|
|
2019
Q4 | $243K | Sell |
8,135
-664
| -8% | -$19.8K | 0.01% | 650 |
|
|
2019
Q3 | $213K | Hold |
8,799
| – | – | 0.01% | 721 |
|
|
2019
Q2 | $239K | Buy |
8,799
+8,561
| +3,597% | +$233K | 0.01% | 672 |
|
|
2019
Q1 | $8.8K | Buy |
+238
| New | +$8.8K | 0.03% | 435 |
|
|
2018
Q4 | – | Sell |
-9,040
| Closed | -$320K | – | 903 |
|
|
2018
Q3 | $320K | Buy |
9,040
+1,044
| +13% | +$37K | 0.02% | 549 |
|
|
2018
Q2 | $288K | Hold |
7,996
| – | – | 0.02% | 589 |
|
|
2018
Q1 | $235K | Hold |
7,996
| – | – | 0.02% | 686 |
|
|
2017
Q4 | $246K | Hold |
7,996
| – | – | 0.02% | 691 |
|
|
2017
Q3 | $233K | Sell |
7,996
-774
| -9% | -$22.6K | 0.02% | 711 |
|
|
2017
Q2 | $230K | Buy |
+8,770
| New | +$230K | 0.02% | 745 |
|