Steward Partners Investment Advisory’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
Q2 | – | Sell |
-40,600
| Closed | -$1.48M | – | 3401 |
|
|
2023
Q1 | $1.48M | Hold |
40,600
| – | – | 0.02% | 555 |
|
|
2022
Q4 | $1.85M | Sell |
40,600
-21,690
| -35% | -$989K | 0.03% | 473 |
|
|
2022
Q3 | $2.32M | Buy |
62,290
+40,240
| +182% | +$1.5M | 0.04% | 383 |
|
|
2022
Q2 | $806K | Buy |
22,050
+2,050
| +10% | +$74.9K | 0.01% | 707 |
|
|
2022
Q1 | $798K | Hold |
20,000
| – | – | 0.01% | 758 |
|
|
2021
Q4 | $778K | Buy |
+20,000
| New | +$778K | 0.01% | 781 |
|
|
2021
Q1 | – | Sell |
-3,318
| Closed | -$92K | – | 3524 |
|
|
2020
Q4 | $92K | Buy |
+3,318
| New | +$92K | ﹤0.01% | 1400 |
|
|
2020
Q2 | – | Sell |
-62,290
| Closed | -$1.17M | – | 2773 |
|
|
2020
Q1 | $1.17M | Hold |
62,290
| – | – | 0.04% | 350 |
|
|
2019
Q4 | $1.86M | Sell |
62,290
-3,000
| -5% | -$89.8K | 0.06% | 319 |
|
|
2019
Q3 | $1.58M | Hold |
65,290
| – | – | 0.05% | 314 |
|
|
2019
Q2 | $1.77M | Hold |
65,290
| – | – | 0.07% | 279 |
|
|
2019
Q1 | $1.76M | Buy |
+65,290
| New | +$1.76M | 0.07% | 256 |
|
|
2018
Q3 | – | Sell |
-484
| Closed | -$17K | – | 2740 |
|
|
2018
Q2 | $17K | Buy |
+484
| New | +$17K | ﹤0.01% | 1538 |
|