Summit Securities Group’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
Q4 | – | Sell |
-1,000
| Closed | -$54K | – | 767 |
|
|
2023
Q3 | $54K | Hold |
1,000
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $52K | Buy |
+1,000
| New | +$52K | 0.01% | 291 |
|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$456K | – | 1168 |
|
|
2022
Q4 | $456K | Buy |
+10,000
| New | +$456K | 0.02% | 119 |
|
|
2021
Q1 | – | Sell |
-16,200
| Closed | -$448K | – | 445 |
|
|
2020
Q4 | $448K | Buy |
+16,200
| New | +$448K | 0.04% | 160 |
|
|
2015
Q4 | – | Sell |
-13,244
| Closed | -$309K | – | 416 |
|
|
2015
Q3 | $309K | Buy |
+13,244
| New | +$309K | 0.22% | 53 |
|