UA
AEL
Unison Advisors’s American Equity Investment Life Holding Company AEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,848
| Closed | -$542K | – | 205 |
|
|
2023
Q1 | $542K | Buy |
14,848
+142
| +1% | +$5.18K | 0.06% | 120 |
|
|
2022
Q4 | $671K | Hold |
14,706
| – | – | 0.09% | 102 |
|
|
2022
Q3 | $549K | Buy |
14,706
+3,498
| +31% | +$131K | 0.1% | 103 |
|
|
2022
Q2 | $410K | Hold |
11,208
| – | – | 0.11% | 111 |
|
|
2022
Q1 | $448K | Buy |
11,208
+96
| +0.9% | +$3.84K | 0.11% | 112 |
|
|
2021
Q4 | $432K | Hold |
11,112
| – | – | 0.1% | 125 |
|
|
2021
Q3 | $329K | Hold |
11,112
| – | – | 0.08% | 146 |
|
|
2021
Q2 | $359K | Hold |
11,112
| – | – | 0.07% | 144 |
|
|
2021
Q1 | $350K | Buy |
11,112
+117
| +1% | +$3.69K | 0.07% | 148 |
|
|
2020
Q4 | $304K | Hold |
10,995
| – | – | 0.07% | 140 |
|
|
2020
Q3 | $241K | Hold |
10,995
| – | – | 0.07% | 119 |
|
|
2020
Q2 | $272K | Hold |
10,995
| – | – | 0.09% | 103 |
|
|
2020
Q1 | $206K | Buy |
10,995
+109
| +1% | +$2.04K | 0.22% | 103 |
|
|
2019
Q4 | $326K | Hold |
10,886
| – | – | 0.24% | 93 |
|
|
2019
Q3 | $264K | Buy |
+10,886
| New | +$264K | 0.2% | 107 |
|