Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$3K | – | 1837 |
|
|
2021
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1653 |
|
|
2020
Q3 | – | Sell |
-36
| Closed | -$1K | – | 2140 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1577 |
|
|
2019
Q3 | $1K | Buy |
36
+4
| +13% | +$111 | ﹤0.01% | 1498 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q1 | $1K | Buy |
32
+3
| +10% | +$94 | ﹤0.01% | 1498 |
|
|
2018
Q4 | $1K | Sell |
29
-4
| -12% | -$138 | ﹤0.01% | 1425 |
|
|
2018
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1700 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1531 |
|
|
2018
Q1 | $1K | Buy |
33
+4
| +14% | +$121 | ﹤0.01% | 1484 |
|
|
2017
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 1334 |
|
|
2017
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1139 |
|