Sit Investment Associates’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-5,250
| Closed | -$130K | – | 538 |
|
2020
Q2 | $130K | Hold |
5,250
| – | – | ﹤0.01% | 471 |
|
2020
Q1 | $99K | Hold |
5,250
| – | – | ﹤0.01% | 483 |
|
2019
Q4 | $157K | Hold |
5,250
| – | – | ﹤0.01% | 462 |
|
2019
Q3 | $127K | Sell |
5,250
-5,275
| -50% | -$128K | ﹤0.01% | 478 |
|
2019
Q2 | $286K | Hold |
10,525
| – | – | 0.01% | 426 |
|
2019
Q1 | $284K | Hold |
10,525
| – | – | 0.01% | 434 |
|
2018
Q4 | $294K | Buy |
10,525
+1,300
| +14% | +$36.3K | 0.01% | 425 |
|
2018
Q3 | $326K | Sell |
9,225
-4,925
| -35% | -$174K | 0.01% | 410 |
|
2018
Q2 | $509K | Hold |
14,150
| – | – | 0.01% | 414 |
|
2018
Q1 | $415K | Buy |
+14,150
| New | +$415K | 0.01% | 431 |
|